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Michael D. Owen

 Phone: 206-632-6520

 E-mail: contact



Expert in business planning, with concentrated shills in marketing, management and investment finance

Retired General Securities Registered Principal following successful 20-year career with NASD brokerage firms.

Consistently ranked in the top ten sales producers of three national brokerage firms with respect to securities and insurance while simultaneously holding positions of Regional vice president with multi-state authority or Branch Manager.

 Extensive current knowledge of domestic and international investment vehicles, practices and analysis methods.

Investment management experience at institutional level with working familiarity of applicable regulatory compliance procedures.

Highly developed skills in recruitment, training, motivation and supervision of large financial services products marketing and sales forces.

Numerous public speaking and seminar presentations including 320 comprehensive financial planning lectures.

 Prepared over 2,250 financial plans, including over 450 business plans for both publicly held and private companies.

Participated in over 50 formal business valuations.

Managed investment portfolios worth $650 million.


June 1999 Present:

Executive Vice President for Marketing and Director, Business Equity Appraisal Reports, Inc., San Carlos, CA.

Business Equity Appraisal Reports is a national provider of business valuation and related services.

Primary responsibilities include day-to-day marketing activities, developing marketing and business plans for planned major expansion in both product lines and marketing channels, and development of a planned successor corporation.

August 1995 Present:

Founder and Chief Executive Officer, PowerPlann TM, Inc., Seattle, Washington.

This is a for-profit corporation providing high level consultation services to the energy sector and, specifically, to electric power utilities.

 PowerPlann has recently completed a contract with one of the largest utilities in the United States to develop software products which manage the generation and distribution of hydroelectric power for one of the largest river systems on the continent.

 The company is also consulting in the design of power generation and water management infrastructure for a $2.0 billion project in Northern California. Nondisclosure agreements preclude detailed discussion of these activities.


Graduate Coursework:

Medical, Mathematical, and Financial areas,

1975-1978, various colleges, including San Jose State University in California. GPA 4.0

Professional Certification in Psychiatry:

1974-1976, West Valley College, Saratoga, CA.

GPA 4.0, a state academic record

Bachelor of Arts Degree:

1969 - 1973, University of California at Berkeley, Psychology, minors in Math and Neurophsychology

 Regents' Scholar.

Varsity A-Team in Karate; ranked 3rd at the University.

High School:

Irvington High School, Fremont, CA.

GPA 4.0:

Valedictorian in class of 430;

Senior Class President.

 California State math and Physics Champion for high school level (age 16).

Varsity track and cross-country; record holder for 440-yard dash for nineteen years.


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Updated: February 2007 | Copyright: Business Law Consultants | Banners & Graphics Copyright:  Gregory Simon 2000