What is Cfp Owen Smith email address?

Cfp Owen Smith's primary email address is ******@tollesonwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Owen Smith work for?

Cfp Owen Smith is a Deputy Chief Technology Officer at Tolleson Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Owen Smith graduated from?

Cfp Owen Smith holds a degree in Finance from The University of Texas at Austin.

How can I directly contact Cfp Owen Smith?

To contact Cfp Owen Smith directly, you can use the email address ******@tollesonwealth.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Owen Smith?

Owen Smith is an accomplished Deputy CTO at Tolleson Wealth Management, bringing over 18 years of experience in the multi-family office sector. His expertise lies in the intersection of technology and financial strategy, focusing on enhancing software applications and business processes to meet the unique needs of high net worth families. Owen has successfully led numerous projects involving the implementation of SaaS solutions for financial planning and portfolio management. He is a CERTIFIED FINANCIAL PLANNER TM and holds a BBA in Finance from The University of Texas at Austin. Known for his strategic vision, Owen prioritizes sustainable growth and operational efficiency. He has a proven track record in managing teams and driving technological advancements within the financial services industry. His deep understanding of both finance and technology enables him to bridge gaps between technical teams and business stakeholders. Outside of work, Owen is passionate about mentoring emerging leaders in the fintech space.