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
- Senior Business Consultant @ (January 2026 - Present)
- Relationship Manager @ (September 2024 - January 2026)
- Relationship Manager @ (April 2021 - September 2024)
- Account Manager @ (September 2018 - April 2021)
- Internal Account Executive @ (April 2016 - September 2018)
- Investment Planner @ (August 2015 - April 2016)
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 and 1 mobile phone numbers on RocketReach.
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Top Adhesion Wealth Advisor Solutions Employees
Barrett Ayers
Adhesion Wealth
Charlotte, NC, US
Robb Melancon
Former Director of Development
Charlotte, NC, US
Scott Fewin
Head of Relationship Management
Charlotte, NC, US
David Raine
Relationship Manager
United States
Brian Dow
Senior Solutions Consultant
Fairfield, CT, US
Dan Mulvey
Director
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Alec Bennett
Internal Relationship Manager
Fort Mill, SC, US
Leesa Nichols
Senior RIA Business Development Consultant
Sausalito, CA, US
V. Lewis
Client Services Manager
Benicia, CA, US
Doug Wallace
Senior Relationship Manager
Denver, CO, US
Devin O'Leary
Senior Business Consultant
Charlotte, NC, US
Tai Vu
Overlay Portfolio Manager
Charlotte, NC, US
Lisa Faler
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Charlotte, NC, US
Avi Udas
Software Engineer
Charlotte, NC, US
Kay Zaccardi
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Indian Trail, NC, US
Nicholas Rohlen
Operations Analyst
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Pat Slater
Head of Transition Services
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Crystine Cleland
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Hong Cunningham
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