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Sandra L. Owen

Sandra L. Owen


How I Might Be Able to Assist

I have spent my entire career in financial services working in large financial institutions and as a consultant to the industry. My experience brings a unique perspective and unbiased lens on industry evolution and change.

Whether teaching for credit courses online or on ground, leading corporate seminars or developing courses for colleges or corporate America, my primary focus is achieving learning outcomes in a fun and stimulating way.

Professional Projects or Initiatives of Interest

Confidentiality agreements do not allow me to name my corporate clients here but I have included a sampling of recent initiatives of interest.

One of the top 50 “Best Places to Work in Massachusetts” companies.

Developed a 4 seminar series in business and finance running annually that prepares employees to contribute to the bottom line at a higher level and this program has been credited with success in achievement of Best Place to Work distinction.

Financial Literacy series developed for a local $6 Billion Bank

Developed to make retail branch staff consultative in building relationships with customers. A series of 6 seminars run annually that develops staff ability to be conversational with customers and credited with goal achievement, growth and success.

Finance for Project Managers in the Construction Industry

Seminar series that has become a “for credit” program to develop finance skills for construction industry project managers to make better financial decisions. Participant evaluations alone speak to the value and success of this seminar series.



MBA University of Phoenix
Bachelors of Science Eastern Nazarene College
Associate Degree New England College of Business
Certificate in Financial Planning Boston University

Courses Taught at CCG

FLS 101 Financial Literacy
FIN 201 Principles of Financial Services
BNK 201 Principles of Banking
MGM 201 Principles of Management
MGM 210 Quality Customer Service
MGM 410 Strategic Planning & Decision Making

Professional Experience

1990 - Present: President, Wellington Group, a financial services training and consulting company
2013 - Present: Wentworth Institute of Technology. Adjunct Faculty, Center for Professional Education
2010 - Present: Bay State College. Adjunct Faculty
1987 - Present: New England College of Business, Adjunct Faculty
1975 - 1990: Vice President Retail, First American Bank
2006 - 2013: Board of Directors, Old Colony Hospice
2015 - Voted to the Advisory Board of the Nantucket Lightship Basket Museum

Publications and Lectures

Fundamentals of Banking, Fourth Edition (Pearson Custom Publishing, Boston, MA, 1997). Owen, Sandra L, Contributing Author and Publication Project Manager

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