Thomas Owens Email and Phone Number
Thomas Owens work email
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Thomas Owens personal email
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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
Downstream Partners, Llc
View- Website:
- downstreampartners.com
- Employees:
- 5
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Downstream Partners, LlcDenver, Co, Us
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Financial Services AdvisorCapstone Colorado - A Massmutual Firm Jan 2024 - PresentDenver, Colorado, Us -
Financial Services ProfessionalNylife Securities Llc Jun 2023 - Feb 2024Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency -
AgentNew York Life Insurance Company Mar 2023 - Feb 2024New York, Ny, UsNew York Life Agent helping families and business owners to create, build and preserve wealth -
Vp ConsultantSyntrinsic Investment Counsel May 2022 - Nov 2022Denver, Co, Us -
Senior Specialist - Charles Schwab 529Charles Schwab Jun 2019 - Feb 2022Westlake, Texas, UsProviding 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. -
Charles Schwab - Associate Private Client AdvisorCharles Schwab Jun 2016 - Jun 2019Westlake, Texas, UsSchwab 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 portfolio recommendations when the clients' circumstances change, and help them stay focused on their long-term investing goals rather than short-term market fluctuations.* Are willing to pay a fee.* Want to make all final investing decisions and always remain in control. * Want to setup a financial plan and invest according to their goals and objectives
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Senior Specialist - Stock Plan ServicesCharles Schwab Apr 2013 - Jun 2016Westlake, Texas, UsStock 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 offer their employees equity compensation awards and ESPP. Assist and create 10b5-1 trading plans related to equity compensation awards (also known as "pre-determined trading plans") Trades for Section 16 officers and affiliates relating to their equity compensation awards. Educate and provide guidance to Stock Plan Services participants on their equity compensation awards.
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Licensed Financial Specialist - Charles Schwab Client Service & Support Trading ServicesCharles Schwab Sep 2011 - Apr 2013Westlake, Texas, UsThe 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 depth discussions on trade strategy and guidance* Take ownership of issues, working with support and escalation teams for next day turn-around* Conduct outbound servicing calls to clients as needed.
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Production Manager/Executive Chef - Presbyterian/St. Luke'S Medical CenterSodexo Corporate Services Jul 2006 - Sep 200892866 Issy Les Moulineaux Cedex 9, FrDirectly oversaw the production of 2000 meals daily, developed menus, controlled department costs, developed budgets, and directly managed a staff of 21 employees. -
Retail Manager - P/SlmcSodexo Corporate Services Oct 2001 - Jul 200692866 Issy Les Moulineaux Cedex 9, FrOversaw 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.
Thomas Owens Skills
Thomas Owens Education Details
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Colorado State UniversityOrganizational Leadership & Finance -
University Of Colorado DenverFinancial Planning And Services
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Christopher Newport UniversityCulinary Arts & Management
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Peninsula Catholic High SchoolCollege Preparatory
Frequently Asked Questions about Thomas Owens
What company does Thomas Owens work for?
Thomas Owens works for Downstream Partners, Llc
What is Thomas Owens's role at the current company?
Thomas Owens's current role is 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..
What is Thomas Owens's email address?
Thomas Owens's email address is th****@****wab.com
What schools did Thomas Owens attend?
Thomas Owens attended Colorado State University, University Of Colorado Denver, Christopher Newport University, Peninsula Catholic High School.
What skills is Thomas Owens known for?
Thomas Owens has skills like Leadership, Equity Compensation, Working With Brokers, Retirement Planning, Financial Planning, Microsoft Powerpoint, Portfolio Management, Team Management, Finance, Team Leadership, Working With Investors, Asset Allocation.
Who are Thomas Owens's colleagues?
Thomas Owens's colleagues are Allison L., Michael Adams.
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