Owen Okeefe

Current Employers

Employment History

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 05/2021 → 08/2021
  Boneworks Property Management
  Charleston, SC
• 05/2020 → 08/2020
  Stay Duvet Executive Rentals
  Charleston, SC
• 05/2019 → 08/2019
  Physiofitness Physical Therapy
  New York City, NY
• 05/2018 → 08/2018
  The Delbarton School
  Morristown, NJ
• 05/2017 → 08/2017
  First Brokers Securities
  Jersey City, NJ
• 08/2021 → 08/2022
  Bryant University
  Smithfield, RI
• 09/2016 → 05/2017
  Delbarton School
  Morristown, NJ
• 09/2020 → 05/2021
  Bryant University
  Smithfield, RI
• 09/2019 → 05/2020
  Bryant University
  Smithfield, RI
• 09/2018 → 05/2019
  Bryant University
  Smithfield, RI
• 09/2017 → 05/2018
  Bryant University
  Smithfield, RI
• 09/2022 → 12/2022
  N/A
  N/A, NJ

Other Businesses

Name of the other businessBoneworks Real Estate Whether the business is investment-relatedYes Address of the other business North Charleston, SC Nature of the other businessProperty Investments Your positionInvestor Title, or relationship with the other businessInvestor Start date of your relationshipSeptember 2020 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessNone outside of the investment, the property manager handles day-to-day and all other business related activities

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-29
• S65 Uniform Investment Adviser Law Examination
  2025-07-25