Team

Mike O'Leary

Senior Director

Michael spent most of his career working with bulge bracket banks and financial service providers marketing fixed income products to institutions. Responsibilities were coverage and overseeing sales groups for products including traditional and derivative (primarily Rates and Foreign exchange).


Coverage of clients involved trade idea generation, trade execution and relationship management. Prior experience also included managing Bank of America’s global futures business, where he led a strategic plan to significantly build and diversify the client base, implement a state-of-the-art electronic execution technology, and offer a more value-added sales coverage.


Thereafter, Michael spent 3 years raising capital for Waypoint Residential in multifamily real estate opportunities in the US. Over this time, he provided investors access to direct investments on a recurring basis as well as fund investments.


He received his Bachelor of Arts from Boston College and holds FINRA series 7, 63 and 24 licenses.