John O'Leary Email & Phone Number
Managing Director, Head of Investment Platforms @ Merrill Lynch
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John O'Leary Location
- New York, NY, US
John O'Leary Work
- 2026 -now Managing Director, Head of Investment Platforms @
- 2014 -2026 Managing Director, Head of Platform Development for Fiduciary Programs and Platforms @
- 2012 -2014 Director, Head of Wealth Management Tools and Analytics @
- 2008 -2012 Director, Client and Performance Reporting Tools and Analytics @
- 1996 -2008 Vice President - Services and Operations @
John O'Leary Education
- Seton Hall University
Bachelor of Arts (B.A.)
1995
John O'Leary Skills
- Wealth Management
- Financial Services
- Strategic Financial Planning
- Financial Advisory
- Analytics
- Business Analysis
- Strategy
- Banking
- Leadership
- Management
- Project Management
- Financial Planning
- Business Strategy
- Portfolio Management
- Series 7
- Investment Advisory
- Vendor Management
- Relationship Management
- Six Sigma
- Development
- Public Speaking
- Digital Strategy
- Platform
- Sales
- Business Development
- Investments
- Solutions
- Strategic Planning
- Talent Acquisition
- Operations Management
- Program Management
- Marketing
- Business Process Improvement
- Series 24
- Software Development Life Cycle Sdlc
- Analytical Skills
- Product Development
- Services
- Agile Methodologies
- Software Development Life Cycle
John O'Leary Summary
- John O'Leary, based in New York, NY, US, is currently a Managing Director, Head of Investment Platforms at Merrill Lynch. John O'Leary brings experience from previous roles at Merrill Lynch. John O'Leary holds a Bachelor of Arts (B.A.) @ Seton Hall University. With a robust skill set that includes Wealth Management, Financial Services, Strategic Financial Planning, Financial Advisory, Analytics and more. John O'Leary has 1 emails and 1 mobile phone numbers on RocketReach.
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