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Thomas Owens Email & Phone Number
Specializing in securing the financial futures of mid-career individuals and growing families. I also assist small businesses with keeping valuable employees by helping owners offer financial incentives to stay.
at
Downstream Partners, LLC
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Specializing in securing the financial futures of mid-career individuals and growing families. I also assist small businesses with keeping valuable employees by helping owners offer financial incentives to stay.
Location
Denver, Colorado, United States
Company size
Who is Thomas Owens? Overview
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Quick answer
Thomas Owens is listed as Specializing in securing the financial futures of mid-career individuals and growing families. I also assist small businesses with keeping valuable employees by helping owners offer financial incentives to stay. at Downstream Partners, LLC, a company with 5 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Thomas Owens.
Thomas Owens previously worked as Financial Services Advisor at Capstone Colorado - A Massmutual Firm and Financial Services Professional at Nylife Securities Llc. Thomas Owens holds Bachelor Of Science - Bs, Organizational Leadership & Finance from Colorado State University.
Company email context
Email format at Downstream Partners, LLC
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Thomas Owens. Compare company email patterns before reaching out.
Profile bio
About Thomas Owens
I am a Financial Services Professional helping clients with custom tailored solutions to retirement planning, college funding, insurance protection, employee benefits and other personal or business financial needs. I am a Registered Representative of Capstone Colorado and offer securities products & services through MassMutual, (Member FINRA/SIPC), a Licensed Insurance Agency. Neither Capstone Colorado or MassMutual, its advisors and agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.2000 S Colorado Blvd.Suite 800Denver, CO 80222303-262-4881
Listed skills include Leadership, Equity Compensation, Working With Brokers, Retirement Planning, and 20 others.
Current workplace
Thomas Owens's current company
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Downstream Partners, Llc
11 roles
Thomas Owens work experience
A career timeline built from the work history available for this profile.
Financial Services Advisor
Current
Jan 2024 - Present
Financial Services Professional
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency
Jun 2023 - Feb 2024
Agent
New York Life Agent helping families and business owners to create, build and preserve wealth
Mar 2023 - Feb 2024
Vp Consultant
May 2022 - Nov 2022
Senior Specialist - Charles Schwab 529
Providing Advice & Support on 529 Education Savings Plans. A 529 plan is a state-sponsored education savings plan. It offers tax benefits to help parents, relatives, and friends invest for future education expenses. Residents of any state can contribute to a 529 plan of their choice, for a student of any age.
Jun 2019 - Feb 2022
Charles Schwab - Associate Private Client Advisor
Schwab Private Client is targeted to meet the needs of investors who want advice, yet want to be actively involved in the management of their portfolios. Schwab Private Client works with affluent clients who have $500,000+ in investable assets who:* Want ongoing portfolio consultations with members of a dedicated team who will answer questions, update.
Jun 2016 - Jun 2019
Senior Specialist - Stock Plan Services
Stock Plan Services assist with transactions for all equity compensation awards granted by an individuals' employer, including: stock options, restricted stock (restricted stock awards [RSAs] and units [RSUs]), stock appreciate rights (SARs), performance awards, and Employee Stock Purchase Plans (ESPP). Provide administration services for companies who.
Apr 2013 - Jun 2016
Licensed Financial Specialist - Charles Schwab Client Service & Support Trading Services
The CS&S Trading Services is comprised of some of our most experienced brokers. These teams handle all types of client service calls and perform limited operations activities for clients enrolled in Trading Services. * Provide guidance, education, and assistance for traders using Schwab.com, StreetSmart Edge, StreetSmart.com and Schwab Mobile* Conduct in.
Sep 2011 - Apr 2013
Production Manager/Executive Chef - Presbyterian/St. Luke'S Medical Center
Directly oversaw the production of 2000 meals daily, developed menus, controlled department costs, developed budgets, and directly managed a staff of 21 employees.
Jul 2006 - Sep 2008
Retail Manager - P/Slmc
Oversaw the retail and catering operations with an annual volume of $5.5 million. Developed promotions, tracking systems, and employee development programs. Directly responsible for managing 14 employees.
Oct 2001 - Jul 2006
4 education records
Thomas Owens education
Bachelor Of Science - Bs, Organizational Leadership & Finance
Colorado State University
Certified Financial Planner - Certificate Program, Financial Planning And Services
University Of Colorado Denver
Ba, Culinary Arts & Management
Christopher Newport University
Hs Diploma, College Preparatory
Peninsula Catholic High School
FAQ
Frequently asked questions about Thomas Owens
Quick answers generated from the profile data available on this page.
What company does Thomas Owens work for?
Thomas Owens works for Downstream Partners, LLC.
What is Thomas Owens's role at Downstream Partners, LLC?
Thomas Owens is listed as Specializing in securing the financial futures of mid-career individuals and growing families. I also assist small businesses with keeping valuable employees by helping owners offer financial incentives to stay. at Downstream Partners, LLC.
What is Thomas Owens's email address?
AeroLeads has found 1 work email signal at @schwab.com for Thomas Owens at Downstream Partners, LLC.
Where is Thomas Owens based?
Thomas Owens is based in Denver, Colorado, United States while working with Downstream Partners, LLC.
What companies has Thomas Owens worked for?
Thomas Owens has worked for Downstream Partners, Llc, Capstone Colorado - A Massmutual Firm, Nylife Securities Llc, New York Life Insurance Company, and Syntrinsic Investment Counsel.
Who are Thomas Owens's colleagues at Downstream Partners, LLC?
Thomas Owens's colleagues at Downstream Partners, LLC include Michael Adams and Allison L..
How can I contact Thomas Owens?
You can use AeroLeads to view verified contact signals for Thomas Owens at Downstream Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Thomas Owens attend?
Thomas Owens holds Bachelor Of Science - Bs, Organizational Leadership & Finance from Colorado State University.
What skills is Thomas Owens known for?
Thomas Owens is listed with skills including Leadership, Equity Compensation, Working With Brokers, Retirement Planning, Financial Planning, Microsoft Powerpoint, Portfolio Management, and Team Management.
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