Felipe Amor Luna
Director Ejecutivo en Omniscient Holdings, Inc. .
Perfil
Felipe Amor Luna is the founder of Omniscient Holdings, Inc. He worked as the Chief Executive Officer at CONCERT Wealth Management, Inc. from 2006 to 2016.
Prior to that, he held Vice President positions at Smith Barney & Co., Inc. and UBS Bank USA. He also worked as a Sales Manager at Merrill Lynch & Co., Inc. Mr. Luna earned his undergraduate degree from the United States Naval Academy in 1989.
Cargos activos de Felipe Amor Luna
| Empresas | Cargo | Inicio |
|---|---|---|
Omniscient Holdings, Inc.
 Omniscient Holdings, Inc. Packaged SoftwareTechnology Services Omniscient Holdings, Inc. provides information technology and services. It offers data analytics, business process automation, artificial intelligence, machine learning, advisor tech and data aggregation. The company was founded by Felipe Amor Luna and is headquartered in San Jose, CA. | Director Ejecutivo | - |
Antiguos cargos conocidos de Felipe Amor Luna.
| Empresas | Cargo | Fin |
|---|---|---|
CONCERT Wealth Management, Inc.
 CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Director Ejecutivo | 05/08/2016 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
UBS Bank USA
 UBS Bank USA Regional BanksFinance UBS Bank USA engages in the provision of banking services. Its products and services include insured deposit accounts1, securities backed lending services, residential mortgages, and credit cards. The company is headquartered in Salt Lake City, UT. | Corporate Officer/Principal | - |
Formación de Felipe Amor Luna.
| United States Naval Academy | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
CONCERT Wealth Management, Inc.
CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Finance |
| Smith Barney & Co., Inc. | Finance |
UBS Bank USA
UBS Bank USA Regional BanksFinance UBS Bank USA engages in the provision of banking services. Its products and services include insured deposit accounts1, securities backed lending services, residential mortgages, and credit cards. The company is headquartered in Salt Lake City, UT. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Omniscient Holdings, Inc.
Omniscient Holdings, Inc. Packaged SoftwareTechnology Services Omniscient Holdings, Inc. provides information technology and services. It offers data analytics, business process automation, artificial intelligence, machine learning, advisor tech and data aggregation. The company was founded by Felipe Amor Luna and is headquartered in San Jose, CA. | Technology Services |
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