Owen Schwab
Internal Advisor Consultant | Columbia Threadneedle Investments, US
- Role
- Internal Advisor Consultant at Columbia Threadneedle Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Owen Schwab
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.Boston General Office: 201 Jones Rd, Waltham, MA 02451Cell Phone Number: 97••••••53Office Phone Number: 78••••••15
Experience
Internal Advisor Consultant
Columbia Threadneedle Investments
Jun 2024 — Present · Boston, MA, US
Education
Providence College
Bachelor of Science - BS, Marketing
2019 — 2023
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