Robert Owen Email & Phone Number

New York, Us

Building next gen strategic finance software for startups

Santa Monica, Ca, Us

Berlin, De

San Francisco, Ca, Us

Operators investing in products we love

San Francisco, California, Us

The Operators Guild (formerly BAO, Bay Area Operators) is an independent, invitation-only group of finance and operations leaders at tech companies. Scaling a company is hard. We are working together to share best practices, help one another solve similar problems, and invest in the operator community. We meet and connect regularly to support each other as we create the next generation of technology companies and company leaders.

New York, Us

Advisor & coach to founders, helping to negotiate through a successful pivot leading to product launch

San Francisco, California, Us

Strategic Advisor to the Company

San Francisco, California, Us

First non-Eng hire. Brought in to build & run Recurrency's global Operating, GTM, and CS strategy and operational infrastructureDay-to-day recruiting and management of Recurrency's customer success, finance, HR, and business operations teams, and primary support/coaching for initial GTM/Revenue team. Champion unblocker for Engineering, through designing and implementing comprehensive integration strategies and technical requirementsFunctioned as primary PM for new client onboarding workflows and platform expansionGSD Guru

New York, New York, Us

First hire, Building & running back office functions, operations, finance, and compliance

New York, Ny, Us

Establish & lead deal priorities at the direction of the CEOStrategic advisor to the co-founders and Board of Directors Implements strategic planning and support for key organizational initiatives

New York, Ny, Us

Founding Team (Employee #1) & Head of Sales, Business Operations, & ComplianceServed as primary SME and industry expert Worked with Engineering & Data Science teams on platform infra, modeling, & UI/UX development as primary designerRecruited and ran Sales & Support TeamsBuilt and maintained strategic industry relationships Developed priorities for Product team on integration needs and strategic planning

Satellite Beach, Florida, Us

Us

Served as a certified equity expert for corporate-client equity compensation plans and participant education. Customer Relationship Manager focusing on business development, retention, and strategy development and execution for high-profile clients & suite-level executives.Facilitated a cross-functional team in designing and leading a training program for new corporate relationship managers, and modifying existing and potential lead generation criteria, as appropriate.Designed a blueprint for the implementation of a new stock plan participant process directed towards on-site office hours in conjunction with a Fortune-100 company’s Stock Plan Administrator, subsequently rolling out the process to over 35 companies nationwide.Consistently achieved top-5 advisor status with exceptional performance in the areas of production, revenue, and retention, with a historical running retention rate of 90%+.

Recruited by the Broker Dealer to assist in developing seminars geared towards retiring federal employees and their familiesInstrumental in developing a regional OSJ program within the Broker Dealer by developing strong partnerships with internal compliance supervisors

Founded a nationally registered independent financial advisory business. Built and maintained strong working relationships with key stakeholders, including clients and overall business network. Established successful practice overseeing a full line of products and effective cross-selling to promote growth in share of wallet. Successful organic business development through effective prospecting and referrals, developing a strong network of table-pounders and references. Introduced retirement programs to several small business clients, enabling participation in value-added retirement and insurance planning.Worked with developer on new platform leading to expansion of available investment products, providing critical oversight and direction for a new managed account platform, resulting in acquisition by an industry-leading online broker

San Francisco, California, Us

Administered a full-range of investment products and financial services to new and existing banking clients. Implemented a variety of tools for clients such as credit counseling, analysis, and long-term financial planning. Customized solutions to meet or exceed client needs, as well as outlined strategies to adequately address dynamic situations.

San Francisco, California, Us

Aquisition and Servicing of customer's consumer lending products, including real estate, personal and auto lending. Provided limited credit counseling and advice for bank customers.

St. Louis, Mo, Us

Responsible for training, daily management, and scheduling of 32 full-time and 85 part-time employees, including payroll and short-term special needsBuilt professional reputation as an exceptional training branch while mentoring over 75% of the region’s manager-track employeesSuccessfully developed and expanded business to become the largest and most profitable retail rental operation in company history, managing over $50M in gross revenue annuallyDirectly involved with company-wide aspects of development, introduction, and instruction of transitional web-based proprietary softwareResponsible for administrative management of branch’s daily operations, including P&L, budget analysis and planning, and long-range financial, staff, and resource forecasting

Washington, Dc, Us

Honorable Discharge due to medical injury.