Steven Richard O'Leary
Keine laufenden Positionen mehr
Profil
Prior to joining Sherwood Forest, Mr. O’Leary joined Scott and Stringfellow in Richmond, Virginia in 1997, where he added the Series 7, 31, 63 and 66 licenses to his background.
After several firm acquisitions, he moved to Citi-Smith Barney as a Second Vice President in the Advisory Group.
He held this position through 2008.
Mr. O'Leary received his Bachelor of Science Degree in Aviation Management from the Florida Institute of Technology in 1989.
He is a private pilot with an instrument rating.
Mr. O'Leary maintains an extensive network of retail (including high-net worth) prospective investor contacts in California, Maryland, Virginia and Tennessee.
Ehemalige bekannte Positionen von Steven Richard O'Leary
Unternehmen | Position | Ende |
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Market Concepts LLC
Market Concepts LLC Investment ManagersFinance Market Concepts LLC (dba mConcepts) is an independent investment management firm headquartered in Arlington, Virginia. The firm was founded by Douglas Stewart in 2007 as Sherwood Forest Capital Management LLC. mConcepts provides non-correlated liquid alternative investment solutions to individual clients. | Vertrieb & Marketing | 31.12.2010 |
Ausbildung von Steven Richard O'Leary
Florida Institute of Technology, Inc. | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Market Concepts LLC
Market Concepts LLC Investment ManagersFinance Market Concepts LLC (dba mConcepts) is an independent investment management firm headquartered in Arlington, Virginia. The firm was founded by Douglas Stewart in 2007 as Sherwood Forest Capital Management LLC. mConcepts provides non-correlated liquid alternative investment solutions to individual clients. | Finance |