Robert Owen Email and Phone Number
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Robert Owen personal email
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Founder-whisperer/Mentor & experienced Operator with a penchant for taking early-stage & pre-seed startups to market, including two unicorns. Sales, operations, & business/finance experience includes building and leading sales teams, designing & executing effective operational and support processes, and crafting full-scale complex Product and GTM operations strategies. Former Marine & finance professional described as a trusted advisor with the keen ability to introduce innovative solutions exceeding client and organizational expectations. Creative negotiator skilled at deepening relationships with clients, direct reports, and peers to drive remarkable performance and results. Strong record of operational efficiency and streamlining business processes. Big believer in managing towards the servant leadership philosophy. Current title holder of the company's "Most Interesting Person in the World".
Alidade
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Co-Founder/CeoAlidade May 2023 - PresentNew York, UsBuilding next gen strategic finance software for startups
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Venture FellowPegasus Angel Accelerator Jun 2024 - PresentSanta Monica, Ca, Us -
Strategic AdvisorPlato Sep 2023 - PresentBerlin, De -
LpFog Ventures Mar 2023 - PresentSan Francisco, Ca, UsOperators investing in products we love -
MemberOperators Guild Dec 2021 - PresentSan Francisco, California, UsThe 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. -
Strategic AdvisorMoment Nov 2022 - Oct 2023New York, UsAdvisor & coach to founders, helping to negotiate through a successful pivot leading to product launch -
Recurrency Fellow & Strategic AdvisorRecurrency Aug 2022 - Aug 2023San Francisco, California, UsStrategic Advisor to the Company -
Vp - Head Of OperationsRecurrency Sep 2020 - Aug 2022San Francisco, California, UsFirst 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
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Fractional Ops/Compliance/FinanceVesto Sep 2022 - Apr 2023New York, New York, UsFirst hire, Building & running back office functions, operations, finance, and compliance -
Strategic AdvisorVise Aug 2020 - Aug 2021New York, Ny, UsEstablish & 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 -
Vice President Business OperationsVise Aug 2017 - Aug 2020New York, Ny, UsFounding 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
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Business Strategy ConsultantSelf Employed Feb 2017 - Aug 2017Satellite Beach, Florida, Us -
E*Trade Corporate ServicesE*Trade Feb 2013 - Jan 2017UsServed 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%+. -
Financial AdvisorBrokers International Financial Services, Llc Nov 2010 - Jan 2013Recruited 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
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Founder / Wealth AdvisorOwen Financial Service Jul 2007 - Jan 2013Founded 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
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Investment Advisor / Private BankerWells Fargo Investments Aug 2008 - Jan 2010San Francisco, California, UsAdministered 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. -
Credit ManagerWells Fargo Investments Jul 2007 - Jul 2008San Francisco, California, UsAquisition and Servicing of customer's consumer lending products, including real estate, personal and auto lending. Provided limited credit counseling and advice for bank customers.
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Branch Rental ManagerEnterprise Jul 2003 - Jun 2007St. Louis, Mo, UsResponsible 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 -
Staff NcoUnited States Marine Corps 1995 - 1999Washington, Dc, UsHonorable Discharge due to medical injury.
Robert Owen Skills
Robert Owen Education Details
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American UniversityEconomics
Frequently Asked Questions about Robert Owen
What company does Robert Owen work for?
Robert Owen works for Alidade
What is Robert Owen's role at the current company?
Robert Owen's current role is Co-Founder/CEO; Founder-Whisperer; Strategic Advisor | Building next gen software for 0-1.
What is Robert Owen's email address?
Robert Owen's email address is ro****@****ncy.com
What is Robert Owen's direct phone number?
Robert Owen's direct phone number is (646) 521*****
What schools did Robert Owen attend?
Robert Owen attended American University.
What skills is Robert Owen known for?
Robert Owen has skills like Investment Advisory, Training, Public Speaking, Sales, Cross Functional Team Leadership, Project Management, Business Development, Strategic Planning, Sales Management, Finance, Customer Service Management, Creative Negotiator.
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