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Patrick Bowen

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Patrick Bowen

President | One Capital Management, LLC

Westlake Village, California, United States

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Patrick Bowen

Summary

Patrick Bowen is an accomplished financial executive with extensive experience in wealth management and investment strategies. As President of One Capital Management, he leads the firm's Wealth Management Practice, leveraging his expertise in advanced planning and asset allocation. His career includes significant roles at Oppenheimer & Co. and Bernstein Investment Research & Management, where he advised high-profile clients on complex financial issues. Patrick's strong background in institutional asset management has equipped him with a unique perspective on both individual and corporate financial needs. He is known for his strategic approach to integrating investment planning with estate and tax considerations. With a solid academic foundation in Economics from California Polytechnic State University, Patrick combines theoretical knowledge with practical application. His commitment to excellence in financial advisory services sets him apart in the competitive landscape of wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Patrick Bowen

Work Experience

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President at

One Capital Management, LLC

January 2004 - Present

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Executive Director at

Crystal Bay Cafe

January 2002 - January 2004

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Vice President at

Bernstein Private Wealth Management

January 1999 - January 2002

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Director at

Crystal Bay Cafe

January 1997 - January 1999

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Senior Associate at

Sanford C Bernstein

January 1994 - January 1997

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Patrick Bowen

Education

Arizona State University

January 1988 - January 1989

Frequently Asked Questions about Patrick Bowen

What is Patrick Bowen email address?

Patrick Bowen's primary email address is ******@onecapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Patrick Bowen work for?

Patrick Bowen is a President at One Capital Management, LLC, a company specializing in Security brokers & dealers.

Where Patrick Bowen graduated from?

Patrick Bowen holds a degree in Economics from California Polytechnic State University, San Luis Obispo.

How can I directly contact Patrick Bowen?

To contact Patrick Bowen directly, you can use the email address ******@onecapital.com. Complete contact information is available upon registration with Muraena.

Who is Patrick Bowen?

Patrick Bowen is an accomplished financial executive with extensive experience in wealth management and investment strategies. As President of One Capital Management, he leads the firm's Wealth Management Practice, leveraging his expertise in advanced planning and asset allocation. His career includes significant roles at Oppenheimer & Co. and Bernstein Investment Research & Management, where he advised high-profile clients on complex financial issues. Patrick's strong background in institutional asset management has equipped him with a unique perspective on both individual and corporate financial needs. He is known for his strategic approach to integrating investment planning with estate and tax considerations. With a solid academic foundation in Economics from California Polytechnic State University, Patrick combines theoretical knowledge with practical application. His commitment to excellence in financial advisory services sets him apart in the competitive landscape of wealth management.

Patrick`s contact details

mail

******@onecapital.com

Colleagues

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Steven Cowley Cfa

Chief Investment Officer

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Cfp Rohan Nayak

Executive Director | Wealth Management

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Samantha Bakke Cfp

Executive Director l Wealth Management

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Sean Mckeon

Investment Advisor / Managing Director

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Cfp Eric Hamel Clu Aep Aif

Executive Director | Wealth Management

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Danielle Spencer

Executive Director | Operations

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Brad Barrett

Vice President - Wealth Management

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Cfp Brad Barrett

Managing Director

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Don Mcdonald

Founder | Manging Director

Dan Stridsberg

Managing Director

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