Chief Financial Officer & Managing Partner
Current
Jan 2023 - Present
AeroLeads people directory · profile
Phillip Owens, Cfa Email & Phone Number
Chief Financial Officer & Managing Partner
at
Carmel Partners
1 work email found
@greenstreetadvisors.com
2 phones found area 949
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer & Managing Partner
Location
San Francisco, California, United States
Who is Phillip Owens, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Phillip Owens, Cfa is listed as Chief Financial Officer & Managing Partner at Carmel Partners, based in San Francisco, California, United States. AeroLeads shows a work email signal at greenstreetadvisors.com, phone signal with area code 949, and a matched LinkedIn profile for Phillip Owens, Cfa.
Phillip Owens, Cfa previously worked as Chief Financial Officer at Veritas Investments, Inc. and Managing Director, Advisory and Consulting Group at Green Street. Phillip Owens, Cfa holds Mba from University Of California, Berkeley, Haas School Of Business.
Company email context
Email format at Carmel Partners
This section adds company-level context without repeating Phillip Owens, Cfa's masked contact details.
*@greenstreetadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Phillip Owens, Cfa. Compare company email patterns before reaching out.
Profile bio
About Phillip Owens, Cfa
Experienced, effective team builder, manager, and mentor to highly capable real estate, capital markets, and data analytics professionals. Responsibilities encompass all market-facing activities, including business development, client and project management, and media relations, among others. Strong educational background, FINRA Series 7 and 66 licenses, and CFA charterholder.
Listed skills include Investments, Asset Management, Due Diligence, Financial Modeling, and 37 others.
Current workplace
Phillip Owens, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Phillip Owens, Cfa work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer
Sep 2021 - Jan 2023
Managing Director, Advisory And Consulting Group
Aug 2009 - Sep 2021
Director Of Investments
The Advent Group
Feb 2006 - Oct 2008
Associate, Investment & Asset Management
Jun 2003 - Feb 2006
Investment Banking Analyst
Jan 2000 - May 2002
2 education records
Phillip Owens, Cfa education
Mba
University Of California, Berkeley, Haas School Of Business
B.S., Business Administration, Finance
Usc Marshall School Of Business
FAQ
Frequently asked questions about Phillip Owens, Cfa
Quick answers generated from the profile data available on this page.
What company does Phillip Owens, Cfa work for?
Phillip Owens, Cfa works for Carmel Partners.
What is Phillip Owens, Cfa's role at Carmel Partners?
Phillip Owens, Cfa is listed as Chief Financial Officer & Managing Partner at Carmel Partners.
What is Phillip Owens, Cfa's email address?
AeroLeads has found 1 work email signal at @greenstreetadvisors.com for Phillip Owens, Cfa at Carmel Partners.
What is Phillip Owens, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 949 for Phillip Owens, Cfa at Carmel Partners.
Where is Phillip Owens, Cfa based?
Phillip Owens, Cfa is based in San Francisco, California, United States while working with Carmel Partners.
What companies has Phillip Owens, Cfa worked for?
Phillip Owens, Cfa has worked for Carmel Partners, Veritas Investments, Inc., Green Street, The Advent Group, and Steadfast Companies.
How can I contact Phillip Owens, Cfa?
You can use AeroLeads to view verified contact signals for Phillip Owens, Cfa at Carmel Partners, including work email, phone, and LinkedIn data when available.
What schools did Phillip Owens, Cfa attend?
Phillip Owens, Cfa holds Mba from University Of California, Berkeley, Haas School Of Business.
What skills is Phillip Owens, Cfa known for?
Phillip Owens, Cfa is listed with skills including Investments, Asset Management, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Real Estate, and Real Estate Financing.
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