Full Name
Richard Owen
Job Title
VP Retail Wealth
Company
Ortec Finance
Speaker Bio
Richard Owen is VP Retail Wealth for Ortec Finance and joined the organization in May 2019.
He holds an MBA from the Schulich School of Business at York University, and has more than 25 year of financial services and technology experience.
He has had senior roles in business development with several global wealth management and banking firms such as HSBC, Invesco and TD Bank.
Over the past decade he has worked with leading technology organizations to develop new markets and products focused on enhancing the wealth management capabilities for advisors, RIAs and their firms.
His role with Ortec is to develop the retail wealth management and banking market in Canada and the US.
He lives with his wife and two teenage children in Toronto, Ontario.
He holds an MBA from the Schulich School of Business at York University, and has more than 25 year of financial services and technology experience.
He has had senior roles in business development with several global wealth management and banking firms such as HSBC, Invesco and TD Bank.
Over the past decade he has worked with leading technology organizations to develop new markets and products focused on enhancing the wealth management capabilities for advisors, RIAs and their firms.
His role with Ortec is to develop the retail wealth management and banking market in Canada and the US.
He lives with his wife and two teenage children in Toronto, Ontario.
Speaking At