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
- 2024 -now President, Rockefeller Capital Management Insurance Services @
- 2023 -now Managing Director, Head of Insurance Solutions @
- 2019 -2023 SVP @
- 2009 -2019 Vice President @
- 2009 -2018 President @
- 2007 -2008 Regional Vice President @
- 2005 -2006 Assistant Vice President, Advanced Sales Attorney @
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
- Customer Service
- Fixed Annuities
- Project Management
- Series 63
- Insurance
- Wealth
- Series 6
- Retirement Planning
- Social Media
- Dc
- Microsoft Excel
- Life Insurance
- Mutual Funds
- Investments
- Series 7
- Financial Planners
- Licensing
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 Customer Service, Fixed Annuities, Project Management, Series 63, Insurance and more. David O'Leary has 2 emails and 1 mobile phone numbers on RocketReach.
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