Executive Assistant of John L. Owen & Joe Thaman
Personal Statement: With 33 years of experience in the financial services industry, I believe in delivering best-in-class service to those we work with. As the primary contact for John and Joe, I manage day-to-day client services including account maintenance, distribution requests, executing trades, and managing vendor relations among many other items. I am also the Office Manager for the firm.
Employment History: I began my career in the financial industry in 1990 in St. Louis with a national company, then worked as an assistant to a financial advisor from 1993 to 1995 before joining the firm.
Credentials: Series 7, 63, SIE (Securities Industry Essentials)
Hobbies & Interests: I enjoy traveling, baking, reading, and spending time with friends and my dogs, Chase and Tory.