Tim O'leary
About Tim O'leary
Tim O'Leary is the Regional Sales Director at SEI with over 25 years of experience in the financial services industry. He holds a BS in Business Administration from Towson University and multiple FINRA licenses.
Company
Tim O'Leary currently holds the position of Regional Sales Director at SEI. In this role, he focuses on developing and maintaining strong relationships with financial advisors. His expertise in customer acquisition, securities, and investment solutions plays a pivotal role in his contributions to the company's success.
Title
Tim is the Regional Sales Director at SEI. Before this, he served in various prominent roles in the financial services industry, demonstrating his extensive expertise over a prolific career spanning more than 25 years.
Education and Expertise
Tim O'Leary completed his Bachelor of Science in Business Administration at Towson University from 1992 to 1996. He is certified with the FINRA Series 6, 63, 7, and 65 licenses, attesting to his significant expertise in the financial industry.
Professional Background
Tim's career includes a variety of high-responsibility roles. From 1997 to 2012, he worked as Regional Vice President at Calvert Investments in West Chester, PA. He later joined Nuveen, where he served as Vice President, Advisor Consultant from 2012 to 2020. Following this, he worked as Wealth Manager at Bassett, Dawson & Foy, Inc. from 2021 to 2022 before assuming his current role at SEI.
Experience and Skills
Tim specializes in building indispensable partnerships with financial advisors and is skilled in customer acquisition, securities, and investment solutions. With over 25 years in the financial services industry, he has developed a robust skill set and substantial experience, reflected in his success across various roles.