Katie O'leary
About Katie O'leary
Katie O'Leary is a Sr. Account Executive at Wealthsimple Work, known for her strong work ethic and significant contributions to sales and client partnerships.
Title and Current Position
Katie O'leary is currently working as a Senior Account Executive at Wealthsimple Work. Based in Toronto, Ontario, Canada, Katie joined Wealthsimple in this role in 2023.
Professional Experience
Katie O'leary has a diverse professional background in account management and marketing. Before her current role, she worked as an Account Executive, Mid-Enterprise, Wealthsimple Work from 2021 to 2023. She also served as the Co-Lead for the Women of Wealthsimple ERG from 2022 to 2024. Prior to Wealthsimple, Katie was a Mid-Enterprise Account Executive at Paradox from 2020 to 2021 and an Account Executive for Learning Solutions at LinkedIn in 2020. She gained significant experience at HR.com, holding positions as Senior Account Executive from 2017 to 2020, Account Executive in 2017, and Director of Digital Marketing from 2015 to 2017. Earlier in her career, she worked briefly at SwoopTalent as a Marketing and Inbound Sales Coordinator.
Education and Certifications
Katie O'leary holds an Advanced Diploma in Business Marketing from Seneca Polytechnic, completed between 2015 and 2017. She also earned a Certificate in Mastering Sales: A Toolkit for Success from Northwestern University - Kellogg School of Management in 2020.
Achievements
Katie O'leary achieved a remarkable 338% sales attainment in Q4 2023, significantly surpassing her set targets. She has been instrumental in bringing some of the largest clients and partnership opportunities to Wealthsimple Work.
Personal Interests and Values
Katie O'leary is passionate about adopting and fostering dogs, reflecting her commitment to animal welfare. She enjoys engaging in recreational activities such as playing spike-ball and visiting local breweries or wineries during her leisure time. Katie is known for her strong work ethic and determination, qualities that she consistently demonstrates across both start-up environments and larger corporate settings.