Richard Owen Email & Phone Number

Greater Chicago Area

I provide client focused Wealth Management solutions. My client's would describe me as their personal CFO. For individuals; I help clients plan, implement and monitor their Financial Roadmap. I also assist small to medium sized businesses in the area of Fiduciary Benchmarking for their 401(k) plans.For more information, market insights and white papers go to my website at http://www.morganstanleyfa.com/richard.p.owen/© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe Investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages invests to seek advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Greater Chicago Area

After spending nearly a decade in the Forex industry and speaking to thousands of traders and potential traders in detail about the market and their needs, I discovered a substantial gap in the retail Forex industry; Trader Assessment. I used my knowledge and experience to create FXIQ.com with the groundbreaking goal of assisting retail Forex traders in assessing their aptitude for, and knowledge of, Forex trading. The market for online aptitude and knowledge tests in this space is largely unverified, as such FXIQ.com is currently in a customer development, business case testing phase. FXIQ is best described as a side project.

Greater Chicago Area

Business Development Manager of Easy-Forex US Ltd. Having been with Easy-Forex since March 2004, originally from Australia where I served as a key contributor to the successful startup and growth phase of the Australasian region of Easy-Forex. •Responsible for all aspects of client operations and service. Established and enhanced strong relationships client traders. Led numerous sales activities aimed at increasing awareness of the overall Forex market and increasing trading volume on the Easy Forex platform.•Recruited, trained and managed staff in various positions and functions; including Sales, Dealing Room, Administration, Compliance, Finance and Marketing. •Educated traders on the intricacies of the Forex market and understanding the Easy Forex platform.•Ensured all staff were well versed in: Platform Features, Back Office, Sales Processes, Company Policies, Forex Market intricacies as well as the regulatory environment.•Developed key relationships with other Forex providers, educators and Trading Groups.•Managed change within Easy Forex US, particularly in light of regulatory issues.•Led Sales across all key measurables.

Melbourne Area, Australia

- 2005: Ranked #1 in Sales across entire company with over $3million in new business- 2006: Ranked #1 in Sales in the Asia – Pacific market - 2007: Promotion to Establish US Office.

Specialized in Trading in Options on Commodities for Crude Oil, Natural Gas, Heating Oil, T-Notes, Gold, Silver, and Sugar.

Travelled extensively throughout Europe, Northern America, Central America, South East Asia, Australia and New Zealand. Completed Post Grad Studies.

Based in London for 2 years. Worked for several Local Government agencies. Mostly involved in Internal Audit and Business Development.

Ataa

Grad Dip, Finsia

PS146 Qualified

Bcomm, Banking, Corporate, Finance, And Securities Law

Concentration on Finance, Economics and Business Law