Devin O'Leary Email & Phone Number
Senior Business Consultant @ Adhesion Wealth Advisor Solutions
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Devin O'Leary Location
- Charlotte, NC, US
Devin O'Leary Work
- 2026 -now Senior Business Consultant @
- 2024 -2026 Relationship Manager @
- 2021 -2024 Relationship Manager @
- 2018 -2021 Account Manager @
- 2016 -2018 Internal Account Executive @
- 2015 -2016 Investment Planner @
Devin O'Leary Education
- West Chester University of Pennsylvania
Bachelor of Science in Finance & Economics (Economics & Finance)
2010-2014
Devin O'Leary Skills
- Ad Hoc Reporting
- Critical Thinking
- Financial Services
- Client Relations
- Data Analysis
- Client Services
- Data Modeling
- Bloomberg Terminal
- Morningstar Direct
- Microsoft Office
- CRM
- Finance
- Investments
- Bloomberg
- Portfolio Management
- Management
- Microsoft Excel
- Financial Analysis
- Time Management
- Microsoft Word
- Marketing
- Sales
- Customer Service
- Eviews
- Analytical Techniques
- Task Driven
- Minitab
- Fund Allocation
Devin O'Leary Summary
- Devin O'Leary, based in Charlotte, NC, US, is currently a Senior Business Consultant at Adhesion Wealth Advisor Solutions. Devin O'Leary brings experience from previous roles at Adhesion Wealth Advisor Solutions, Moody's Analytics and SEI. Devin O'Leary holds a 2010 - 2014 Bachelor of Science in Finance & Economics in Economics & Finance @ West Chester University of Pennsylvania. With a robust skill set that includes Ad Hoc Reporting, Critical Thinking, Financial Services, Client Relations, Data Analysis and more. Devin O'Leary has 2 emails on RocketReach.
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Trey Reinhard
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Pat Slater
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