Felipe Amor Luna
Chief Executive Officer at Omniscient Holdings, Inc.
Felipe Amor Luna active positions
| Companies | Position | Start | End |
|---|---|---|---|
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/Board Member | - | - |
| Chief Executive Officer | - | - | |
| Director of Finance/CFO | - | - | |
| Founder | - | - | |
| Corporate Secretary | - | - |
Career history of Felipe Amor Luna
Former positions of Felipe Amor Luna
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 2006-11-29 | 2016-08-04 |
| Portfolio Manager-Equities | 2006-11-29 | 2016-08-04 | |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | 1998-05-31 | - |
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 | 2002-11-30 | - |
Training of Felipe Amor Luna
| United States Naval Academy | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 2 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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 |
| Smith Barney & Co., Inc. | 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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