Suggestions
Timothy O'Leary
Vice President
Timothy O'Leary brings over 35 years of executive management experience in the financial services industry, specializing in broker/dealer operations, call center operations, customer relationship management, risk management, and leadership of large teams.
He excels in strategic planning, continuous process improvement, budgetary planning, forecasting, financial analysis, and implementing process engineering initiatives in dynamic environments.
His human resources expertise includes recruiting, training, leadership, and professional development, with a focus on optimizing human capital through acquisitions, mergers, and team reorganizations.
Timothy O'Leary studied Business Administration at Wagner College and has held key positions such as Chief Operating Officer at Muriel Siebert & Co., Inc., Director of Operations at Spire Investment Partners, and Executive Vice President at Siebert Financial among others.
