Jason Owens

Jason Owens has worked in various roles across multiple companies since 1997. Jason began their career at Aim Funds as a Broker/Dealer Service Representative in 1997. In 1999, they joined Charles Schwab as a Project Manager and Business Analyst. During their time there, they managed the ACAT (Automated Customer Account Transfer) team and conducted reviews and created status reports of mutual fund transfers. In 2012, they moved to Chambers & Chambers Wine Merchants as a Business/Pricing Analyst, where they were responsible for all price creation, maintenance, and analysis for 1000 SKUs in the Hawaii portfolio. Currently, they are a Business Operations Manager at Vontive since 2022, where they are responsible for most day to day operations of the company. Their goal is to have the company run smoothly and to be the go to person for employee and company needs.

Jason Owens holds an MBA in Finance from San Francisco State University's Lam Family College of Business, as well as a Bachelor of Arts in Sociology & Religious Studies from California State University, Chico. Jason has also obtained four certifications from LinkedIn in 2021, including Excel for Corporate Finance Professionals, Excel: Advanced Formulas and Functions, Learning Excel: Data Analysis, and Strategic Planning Foundations.