Tep Rosie Owens Cfp, Cea

Rosie Owens has over 25 years of work experience in various roles within the financial services industry. Rosie is currently the Director of Financial Services at Central 1 Credit Union, where they oversee the Registered Financial Services department and ensures regulatory compliance. Prior to this, Rosie held positions at RBC Global Asset Management, Temenos, Prospera Credit Union, Westminster Savings Credit Union, CIBC, and Sandman Hotel Group. Rosie has experience in operations analysis, client services management, business consulting, wealth management administration, and customer service. Throughout their career, Rosie has demonstrated expertise in financial services, regulatory compliance, and operational management.

Rosie Owens has a diverse education history. In 2021, they pursued non-credit education in Indian/Native American Education at the University of Alberta. In the preceding year, they obtained a diploma in Estates: Executor Advisor from the Canadian Institute of Certified Executor Advisors.

In 2004-2005, Rosie attended the Institute of Canadian Bankers, where they focused on Branch Compliance and Trust Custody Services. Additionally, they hold a certificate in Hospitality & Tourism from the British Columbia Institute of Technology, and they have taken courses in Business Administration at Douglas College.

Currently, Rosie is in progress with their studies in Business Management at Athabasca University. Rosie has also achieved a certificate in Financial Planning from the Canadian Institute of Financial Planning, as well as a certificate in Income Tax Preparation from H&R Block.

Furthermore, Rosie holds a certificate in Branch Compliance Manager from the Canadian Securities Institute. Overall, Rosie Owens has consistently honed their expertise through a range of educational opportunities, reflecting their commitment to continued learning and professional development.