David O'Leary Email & Phone Number
President, Rockefeller Capital Management Insurance Services @ Rockefeller & Co., Inc.
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David O'Leary Location
- Saratoga Springs, NY, US
David O'Leary Work
- President, Rockefeller Capital Management Insurance Services @ (July 2024 - Present)
- Managing Director, Head of Insurance Solutions @ (December 2023 - Present)
- SVP @ (December 2019 - December 2023)
- Vice President @ (November 2009 - October 2019)
- President @ (April 2009 - April 2018)
- Regional Vice President @ (January 2007 - December 2008)
- Assistant Vice President, Advanced Sales Attorney @ (May 2005 - December 2006)
David O'Leary Education
- Boston College
Doctor of Jurisprudence
2001-2005 - Boston College
Master of Business Administration
2002-2005 - Boston College
Bachelor of Arts (Theology, History)
1996-2000
David O'Leary Skills
- Dc
- Financial Planners
- Fixed Annuities
- Insurance
- Investments
- Licensing
- Life Insurance
- Mutual Funds
- Retirement Planning
- Series 6
- Series 63
- Series 7
- Wealth
- Customer Service
- Project Management
- Social Media
- Microsoft Excel
David O'Leary Summary
- David O'Leary, based in Saratoga Springs, NY, US, is currently a President, Rockefeller Capital Management Insurance Services at Rockefeller Capital Management. David O'Leary brings experience from previous roles at Rockefeller Capital Management, Goldman Sachs Ayco Personal Financial Management and ATON Consulting, LLC. David O'Leary holds a 2001 - 2005 Doctor of Jurisprudence @ Boston College. With a robust skill set that includes Dc, Financial Planners, Fixed Annuities, Insurance, Investments and more. David O'Leary has 2 emails and 1 mobile phone numbers on RocketReach.
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