Years of experience: 11

United StatesTutor💰 Investor & VCFinancial AnalystAccountant📝 Influencer or Blogger

Trust Score

Highly reliable; strong professional involvement.

60%
Owen's Career Path
Staff Tax AccountantDec. 2022 -
May. 2024
Hartford HealthCareStaff Tax Accountant
United States, Farmington● Financial Analysis & Strategic Support for Growth: Performed variance analysis to identify tax-related discrepancies, budget deviations and ensure operational efficiency for alignment with financial goals for growth initiatives. ● Tax Compliance & Risk Management: Prepared and filed complex federal and state tax returns (IRS Forms 990,1120, Sales & Use) ensuring accuracy and adherence to re...
Investment TechnicianNov. 2021 -
Apr. 2022
State of Connecticut Office of the State TreasurerInvestment Technician
Hartford, Connecticut, United StatesInvestment accounting & operations analytics - Identified, researched, and resolved investment performance and performance attribution data anomalies and system issues - Monitored & identified performance data workflow, processes, and systems to maintain accuracy, reduce risk and improve efficiency. - Perform calculations, analysis, research, and report preparation to support performance meas...
Virtual BrokerMay. 2015 -
Oct. 2021
People's Securities, Inc.Virtual Broker
Bridgeport, Connecticut, United StatesStock Broker

Owen's Posts

  • Unveiling the Undervalued Gem in Real Estate

    RE/Max Holdings (RMAX) is undervalued real estate franchise w/ recurring rev model. Focus on agent productivity & efficient franchise positions for growth despite near-term housing market headwinds. https://tgsmnewsletter.substack.com/p/unveiling-the-undervalued-gem-in

  • How to contact

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