Owen G.
Senior Associate @ Treasury Partners
United States
New York City Metropolitan Area
Investment Management
Series 7, Strategic Planning, Teamwork, Relationship Building, Critical Thinking, Communication, Account Management, Portfolio Management, Financial Services, Personal Financial Planning, Finance, Data Analysis, Research, Microsoft Excel, Microsoft Office, R, Python (Programming Language), Leadership, Public Speaking, Customer Service
Experience
Senior Associate
Treasury Partners
New York City Metropolitan Area
Securities offered through Hightower Securities, LLC. Member FINRA/SIPC,Hightower Advisors, LLC is a SEC Registered Investment Advisor.
Associate
Treasury Partners
New York City Metropolitan Area
Securities offered through Hightower Securities, LLC. Member FINRA/SIPC,Hightower Advisors, LLC is a SEC Registered Investment Advisor.
Client Service Associate
Madison Trust Company
Montvale, New Jersey, United States
Financial Planning Analyst
Coastal Financial Planning Group
Charleston, South Carolina Area
President of Finance Club & Student Managed Investment Fund
The Citadel
Charleston, South Carolina Area
Summer Undergraduate Research Experience (S.U.R.E.) Participant
The Citadel
Charleston, South Carolina Area
Competitive Strategy Intern
John Hancock
Boston, Massachusetts
Education
The Citadel
Finance and Financial Management Services
Owen G.'s Contact Information
Phone
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