Thomas Owen

Background

About Thomas Owen

I am currently a Series 7 and 63 licensed high net worth representative at Fidelity Investments in Covington, KY. As a high net worth service representative, I primarily work with clients that have over $250K in household assets. I assist clients with placing trades accurately and efficiently (stock, mutual fund, ETF, and options), answer questions about account features and balances, have conversations about the market, and inform clients about Fidelity's wide range of products and services. My goal is to accurately and efficiently take care of a clients stated need, as well as uncovering both present financial and long-term retirement needs a customer may not be aware of. I have also had the opportunity to hold co-op positions at the United States Playing Card Company and Ohio Casualty Insurance (Liberty Mutual). At United States Playing Card Company, I was in charge of conducting lab tests and working with engineers to improve manufacturing processes. At Ohio Casualty, I worked along side of financial analysts to help with planning, expense reporting, and monthly scorecard information. I enjoyed both of these experiences because I was constantly learning new things. Specialties: Microsoft Excel, Word, Powerpoint, and Access.