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Patrick Owens's
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Current Position:

Associate Financial Planning Consultant, Tax Channel at Avantax Planning Partners

Experience:

28 years

Location:

Urbandale, Iowa

How to contact Patrick Owens

Last updated:2025-05-02
emailo***********k@avantax.com
phone+1-870-***-**84
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Analytics

According to LinkedIn Patrick Owens started working on 1997, then the employee has changed 8 companies and 13 jobs. On average, Patrick Owens works for one company for 2 years 2 months. Patrick Owens has been working as a Associate Financial Planning Consultant, Tax Channel for Avantax Planning Partners for 212 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Associate Financial Planning Consultant, Tax Channel at Avantax Planning Partners

Jan 2025 - Current

Financial Advisor, Sorrento Pacific Financial, LLC at Iowa State Bank at Iowa State Bank (Des Moines, IA)

Mar 2023 - Sep 2024

Financial Advisor at DV Financial

Aug 2020 - Mar 2023

Senior Business Banking Specialist at Wells Fargo

Jun 2017 - Jul 2020

Licensed Personal Banker at Wells Fargo

Jun 2014 - Jun 2017

Service Manager at Wells Fargo

Jul 2013 - Jun 2014

Assistant Manager at Wells Fargo

Oct 2012 - Jul 2013

Personal Banker at Wells Fargo

Nov 2010 - Oct 2012

Front Line Supervisor at UPS

Oct 2008 - Sep 2013

Assistant Manager at Kay Jewelers

Jun 2008 - Nov 2010

Kitchen Manager at Old Chicago Restaurants

Jul 2007 - Apr 2008

Branch Rental Manager at Enterprise

Apr 2006 - Apr 2007

Assistant Branch Rental Manager at Enterprise

Mar 2005 - Apr 2006

Manager In Training at Enterprise

Aug 2003 - Mar 2005

Certified Trainer at Olive Garden

Oct 1997 - Aug 2003

Education

Swimming at Truman State University

Frequently Asked Questions

How long has Patrick Owens been working as a Associate Financial Planning Consultant, Tax Channel?

Patrick Owens's total experience in various companies as a Associate Financial Planning Consultant, Tax Channel 7 months.

What is Patrick Owens's minimum period of employment in the companies?

Patrick Owens's minimum period of employment in various companies is 9 months.

What is Patrick Owens's average duration of employment for different companies?

On average, Patrick Owens works for one company for 2 years 3 months

What industries has Patrick Owens worked in?

Patrick Owens works in the Financial Services. Previously, Patrick Owens worked in the Banking, and Transportation/Trucking/Railroad, and Restaurants, and Leisure, Travel & Tourism.

What positions has Patrick Owens held before?

Previously, Patrick Owens worked as a Financial Advisor, Sorrento Pacific Financial, LLC at Iowa State Bank, and Financial Advisor, and Senior Business Banking Specialist, and Licensed Personal Banker, and Service Manager.

How do I contact Patrick Owens?

Patrick Owens's email address is o***********k@avantax.com, phone number is +1-870-***-**84. Sign up to get contact details.
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Patrick Owens Namesakes

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Director of County Critical Infrastructure
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Senior Producer, Pokémon Go
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UCSD Building systems operator HVAC(controls) Technician
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The Ruxton Steakhouse
Head Sommelier
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Martinez Refining Company
Senior Industrial Hygienist at Martinez Refining Company
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Director, Technology Strategy & Planning

Other employees at Avantax Planning Partners

Name
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A
Associate Financial Planning Consultant
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Principal, Insurance Solutions Sales Specialist
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Associate Financial Planning Consultant
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Associate Advisor Training Specialist
M
Senior Specialty Operations Professional
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Financial Planning Support Associate II
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