Kevin O'leary

Kevin O'leary

Senior Associate @ The Siegfried Group

About Kevin O'leary

Kevin O'Leary is a Senior Associate at The Siegfried Group, where he has worked since 2021. He has a background in finance, having held positions at JPMorgan Chase & Co. and other financial institutions.

Work at The Siegfried Group

Kevin O'Leary has been employed at The Siegfried Group as a Senior Associate since 2021. His role involves providing specialized services in finance and accounting, contributing to various projects and initiatives within the organization. He operates in the Greater Philadelphia area, where he applies his expertise to support clients and enhance operational efficiency.

Previous Experience at JPMorgan Chase & Co.

Prior to his current position, Kevin O'Leary worked at JPMorgan Chase & Co. from 2017 to 2021. He held two roles during his tenure: Financial Control Analyst from 2017 to 2018 and Finance Associate from 2018 to 2021. In these positions, he focused on financial analysis and control processes, gaining valuable experience in the financial services sector while based in the Greater Philadelphia area.

Internship Experience

Kevin O'Leary has completed several internships that contributed to his professional development. He served as an Options Regulation Intern at the Financial Industry Regulatory Authority (FINRA) in 2015 for three months in the Greater New York City area. Additionally, he worked as a Trading Operations Intern at Miami International Holdings for one month in 2016 in Princeton, New Jersey. These internships provided him with insights into the financial industry and regulatory environment.

Education and Expertise

Kevin O'Leary earned his degree in Finance from Penn State University, where he studied from 2013 to 2017. His education provided him with a solid foundation in financial principles and practices. He also completed his high school education at Hasbrouck Heights High School from 2009 to 2013, which further prepared him for his academic and professional pursuits in finance.

Early Career at Blue Chip Bistro

Before entering the finance sector, Kevin O'Leary worked as a Crew Leader at Blue Chip Bistro from 2014 to 2016 in the State College, Pennsylvania area. This role involved managing team operations and customer service, which helped him develop leadership and interpersonal skills that are valuable in his current career.

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