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Owen Wallace Email & Phone Number
Credit Analyst
at
Needham Bank
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Credit Analyst
Location
Greater Boston, United States, United States
Company size
Who is Owen Wallace? Overview
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Quick answer
Owen Wallace is listed as Credit Analyst at Needham Bank, a company with 376 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Owen Wallace.
Owen Wallace previously worked as Credit Analyst I at Northern Bank and Credit Review Analyst at Northern Bank. Owen Wallace holds Bachelor Of Science - Bs, Finance, General from Roger Williams University.
Company email context
Email format at Needham Bank
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Needham Bank
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Profile bio
About Owen Wallace
Owen Wallace is a Credit Analyst at Needham Bank. Colleagues describe him as "As Owen's professor for Strategic Management, I have been impressed by him as an individual, a team member, and lastly with his participation within my class. With this course representing the culmination of four years of study, and all business core curriculum specifically, I am positioned to recommend him and feel perfectly comfortable in so doing. Owen started the semester proactively, crafting and sharing with me a good plan for success. In this plan he portrayed both a keen… Show more"
Current workplace
Owen Wallace's current company
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Needham Bank
6 roles
Owen Wallace work experience
A career timeline built from the work history available for this profile.
Credit Analyst I
Current
Feb 2024 - Present
Credit Review Analyst
Feb 2023 - Feb 2024
Investment Advisor Representative
May 2022 - Feb 2023
Equity Analyst
- Equity Analyst for the Center For Advanced Financial Education (CAFÉ) in the Gabelli School of Business at Roger Williams University. Responsibilities:
- Construct market reports daily based on fund holdings and domestic and foreign indices
- Manage Growth, Value, ESG, Best Ideas Fund within $500,000 budget showcasing effective organization and time management skills
- Research, evaluating, pitching, stocks, funds and ETFs in order to most effectively diversify funds to get the best percentage return for portfolios
- Collaborate with fund managers to effectively analyze market movements, catalysts, drivers, and overall market manipulators
Aug 2021 - Feb 2022
Intern
Energy And Sustainability Committee Of Longmeadow, Ma
- Research organizational grant funds through company pipeline to evaluate effective financial strategies to pursue and submit proposals for EV chargers
- Participate in town meetings to learn and meet community needs and provide input into sustainability practices
- Manage and assess feasibility based on town budget to develop equitable decisions and choices
Jan 2021 - May 2021
Team & coworkers
Colleagues at Needham Bank
Other employees you can reach at needhambank.com. View company contacts for 376 employees →
MD
Michelle Desimone
Colleague at Needham Bank
Needham, Massachusetts, United States, United States
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PS
Paul Sodano
Colleague at Needham Bank
Needham, Massachusetts, United States, United States
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EN
Eriselda Naci
Colleague at Needham Bank
Wellesley Hills, Massachusetts, United States, United States
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CK
Cassie Kelleher, Cfe
Colleague at Needham Bank
Greater Boston, United States
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PS
Parthraj Salvi
Colleague at Needham Bank
Boston, Massachusetts, United States, United States
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VA
Valentine A.
Colleague at Needham Bank
United States, United States
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KC
Kelly Connors
Colleague at Needham Bank
Boston, Massachusetts, United States, United States
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KR
Ken Roberts
Colleague at Needham Bank
Northborough, Massachusetts, United States, United States
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MO
Matthew O.
Colleague at Needham Bank
Dedham, Massachusetts, United States, United States
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JM
Jay Massimo
Colleague at Needham Bank
Needham, Massachusetts, United States, United States
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Michelle Desimone
Colleague at Needham Bank
Needham, Massachusetts, United States, United States
View →
PS
Paul Sodano
Colleague at Needham Bank
Needham, Massachusetts, United States, United States
View →
EN
Eriselda Naci
Colleague at Needham Bank
Wellesley Hills, Massachusetts, United States, United States
View →
CK
Cassie Kelleher, Cfe
Colleague at Needham Bank
Greater Boston, United States
View →
PS
Parthraj Salvi
Colleague at Needham Bank
Boston, Massachusetts, United States, United States
View →
VA
Valentine A.
Colleague at Needham Bank
United States, United States
View →
KC
Kelly Connors
Colleague at Needham Bank
Boston, Massachusetts, United States, United States
View →
KR
Ken Roberts
Colleague at Needham Bank
Northborough, Massachusetts, United States, United States
View →
MO
Matthew O.
Colleague at Needham Bank
Dedham, Massachusetts, United States, United States
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JM
Jay Massimo
Colleague at Needham Bank
Needham, Massachusetts, United States, United States
View →
1 education record
Owen Wallace education
FAQ
Frequently asked questions about Owen Wallace
Quick answers generated from the profile data available on this page.
What company does Owen Wallace work for?
Owen Wallace works for Needham Bank.
What is Owen Wallace's role at Needham Bank?
Owen Wallace is listed as Credit Analyst at Needham Bank.
Where is Owen Wallace based?
Owen Wallace is based in Greater Boston, United States, United States while working with Needham Bank.
What companies has Owen Wallace worked for?
Owen Wallace has worked for Needham Bank, Northern Bank, Barnum Financial Group, Roger Williams University, and Energy And Sustainability Committee Of Longmeadow, Ma.
Who are Owen Wallace's colleagues at Needham Bank?
Owen Wallace's colleagues at Needham Bank include Michelle Desimone, Paul Sodano, Eriselda Naci, Cassie Kelleher, Cfe, and Parthraj Salvi.
How can I contact Owen Wallace?
You can use AeroLeads to view verified contact signals for Owen Wallace at Needham Bank, including work email, phone, and LinkedIn data when available.
What schools did Owen Wallace attend?
Owen Wallace holds Bachelor Of Science - Bs, Finance, General from Roger Williams University.
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