Scott O'Leary Email & Phone Number
Research Group Manager - Data Viz @ Fisher Investments
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Scott O'Leary Location
- Portland, OR, US
Scott O'Leary Work
- Research Group Manager - Data Viz @ (June 2023 - Present)
- Fixed Income Research Analyst @ (July 2021 - June 2023)
- Capital Markets Reseach Analyst @ (July 2020 - July 2021)
- Equity Research Analyst @ (March 2018 - July 2020)
- Client Programs Group Manager @ (July 2014 - March 2018)
- Investment Counselor Group Manager @ (June 2013 - July 2014)
- Investment Counselor @ (August 2010 - July 2013)
- Review Specialist @ (October 2007 - August 2010)
Scott O'Leary Education
- University of San Francisco School of Management
Master of Science (M.S.) (Financial Analysis)
2013-2015 - San Francisco State University
Bachelor of Arts (Political Science)
2003-2007
Scott O'Leary Skills
- Investments
- Capital Markets
- Investment Advisory
- Financial Advisory
- Private Client Services
- Wealth Management
- Asset Management
- Presentations
- High Net Worth Individuals
- Management
- Training
- Performance Metrics
- Hiring
- Interviews
- Project Management
- Team Building
- Public Speaking
- Event Management
- Financial Analysis
- Portfolio Management
- Equities
- Sales
- Customer Service
- Financial Services
- Finance
- Leadership
- Strategy
- Asset Allocation
- Relationship Management
- CRM
Scott O'Leary Summary
- Scott O'Leary, based in Portland, OR, US, is currently a Research Group Manager - Data Viz at Fisher Investments. Scott O'Leary brings experience from previous roles at Fisher Investments. Scott O'Leary holds a 2013 - 2015 Master of Science (M.S.) in Financial Analysis @ University of San Francisco School of Management. With a robust skill set that includes Investments, Capital Markets, Investment Advisory, Financial Advisory, Private Client Services and more. Scott O'Leary has 3 emails and 1 mobile phone numbers on RocketReach.
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