Daniel O'Leary Email & Phone Number
Head of Switzerland HNW Clients and Director at deVere and Partners Switzerland @ deVere & Partners Switzerland SA
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Daniel O'Leary Location
- Zürich, ZH, CH
Daniel O'Leary Work
- 2019 -now Head of Switzerland HNW Clients and Director at deVere and Partners Switzerland @
- 2012 -now Area Manager @
- 2019 -2019 Head of Switzerland HNW Clients @
- 2011 -2012 Owner @ O'Leary Consulting
- 2002 -2011 Head of Legal and Business Affairs @ IGB
- 1990 -2001 Corporate Lawyer @ Wasserman Grubin & Rogers
- 1986 -1989 Corporate Attorney @
Daniel O'Leary Education
- Smurfit Business School, University College Dublin
MBA (Business)
1999-2001 - The Honorable Society of King's Inns
BL (Law)
1983-1985 - University College Dublin
BCL (Law)
1980-1983
Daniel O'Leary Skills
- Financial Risk
- Corporate Governance
- Negotiation
- Tailored Financial Advice
- Independent Assessment
- Outstanding Customer Service
- Team Leadership
- Organisational Skills
- Product Knowledge
- Corporate Law
- Business Development
- Contract Negotiation
- Problem Solving
- Finance
- Asset Management
- Customer Service
- Financial Services
- Portfolio Management
- Strategic Financial Planning
- Financial Advisory
- Pensions
- Wealth Management
- Investments
- Financial Planning
- Management
Daniel O'Leary Summary
- Daniel O'Leary, based in Zürich, ZH, CH, is currently a Head of Switzerland HNW Clients and Director at deVere and Partners Switzerland at deVere & Partners Switzerland SA. Daniel O'Leary brings experience from previous roles at deVere and Partners Switzerland SA, O'Leary Consulting and IGB. Daniel O'Leary holds a 1999 - 2001 MBA in Business @ Smurfit Business School, University College Dublin. With a robust skill set that includes Financial Risk, Corporate Governance, Negotiation, Tailored Financial Advice, Independent Assessment and more. Daniel O'Leary has 3 emails and 1 mobile phone numbers on RocketReach.
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