Felipe Amor Luna
Chief Executive Officer at Omniscient Holdings, Inc.
Profile
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.
Felipe Amor Luna active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | - |
Former positions of Felipe Amor Luna
| Companies | Position | 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 | 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 | - |
Training of Felipe Amor Luna
| United States Naval Academy | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
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 |
| 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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