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
- Managing Director, Head of Investment Platforms @ (February 2026 - Present)
- Managing Director, Head of Platform Development for Fiduciary Programs and Platforms @ (October 2014 - February 2026)
- Director, Head of Wealth Management Tools and Analytics @ (June 2012 - October 2014)
- Director, Client and Performance Reporting Tools and Analytics @ (May 2008 - May 2012)
- Vice President - Services and Operations @ (June 1996 - May 2008)
John O'Leary Education
- Seton Hall University
Bachelor of Arts (B.A.)
1995
John O'Leary Skills
- Agile Methodologies
- Analytical Skills
- Analytics
- Banking
- Business Analysis
- Business Development
- Business Process Improvement
- Business Strategy
- Communication
- Digital Strategy
- End to End Delivery
- Financial Advisory
- Financial Planning
- Financial Services
- Investment Advisory
- Investments
- Leadership
- Management
- Operations Management
- Portfolio Management
- Product Development
- Program Management
- Project Management
- Relationship Management
- Series 24
- Series 7
- Six Sigma
- Software Development Life Cycle (SDLC)
- Strategic Financial Planning
- Strategic Planning
- Strategic Thinking
- Strategic Vision
- Strategy
- Vendor Management
- Wealth Management
- Development
- Public Speaking
- Platform
- Sales
- Solutions
- Talent Acquisition
- Marketing
- Software Development Life Cycle Sdlc
- Services
- 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 Agile Methodologies, Analytical Skills, Analytics, Banking, Business Analysis and more. John O'Leary has 1 emails and 1 mobile phone numbers on RocketReach.
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