John Owens has a diverse work experience in the financial services industry. John currently works as a Business Development Representative at Advyzon | yHLsoft, Inc. since April 2020. Prior to this, they worked at Schwab Advisor Services as an Advisor Services Technology Sales representative from January 2018 to May 2019. In this role, they provided technology consulting to advisor clients, helping them develop comprehensive technology strategies to support their growth. Before joining Schwab Advisor Services, John worked at Schwab Performance Technologies from November 2001 to January 2018. Here, they were responsible for sales and relationship management in the Eastern US regions, selling portfolio management tools to the RIA channel. John consistently exceeded targets and expanded opportunities by collaborating with partners both inside and outside of the Schwab organization.
John Owens attended Appalachian State University, where they pursued a Bachelor's degree in American History (United States). No specific start or end year information is available.
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