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Patrick Bowen
Patrick Bowen
President | One Capital Management, LLC
Westlake Village, California, United States
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.
Patrick Bowen
Work Experience
President at
One Capital Management, LLC
January 2004 - Present
Executive Director at
Crystal Bay Cafe
January 2002 - January 2004
Vice President at
Bernstein Private Wealth Management
January 1999 - January 2002
Director at
Crystal Bay Cafe
January 1997 - January 1999
Senior Associate at
Sanford C Bernstein
January 1994 - January 1997
Patrick Bowen
Education
California Polytechnic State University, San Luis Obispo, Bs
January 1989 - January 1993
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
******@onecapital.com
Colleagues
Chief Investment Officer
Executive Director | Wealth Management
Executive Director l Wealth Management
Investment Advisor / Managing Director
Executive Director | Wealth Management
Executive Director | Operations
Vice President - Wealth Management
Managing Director
Founder | Manging Director
Managing Director