Kathleen O'Leary

Kathleen O'Leary Email and Phone Number

Business Development & Client Relations | Private Market Investments | Leadership & Growth Strategy @ LEVA
stettlen, bern, switzerland
Kathleen O'Leary's Location
Lausanne, Vaud, Switzerland, Switzerland
Kathleen O'Leary's Contact Details

Kathleen O'Leary personal email

Kathleen O'Leary phone numbers

About Kathleen O'Leary

Katie is from Washington DC, holds a BS and MSc from JMU, an MBA from the Darden School at University of Virginia, and has completed executive leadership programs at Georgetown and IMD. Her passion is growth, strategy, and leadership in technology, finance and impact. In 2018, Katie moved to Switzerland to chase a few big dreams.

Kathleen O'Leary's Current Company Details
LEVA

Leva

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Business Development & Client Relations | Private Market Investments | Leadership & Growth Strategy
stettlen, bern, switzerland
Website:
leva.pe
Employees:
10
Kathleen O'Leary Work Experience Details
  • Leva
    Head Of Account Management
    Leva Nov 2024 - Present
    Zurich, Switzerland
    At Leva, we simplify private market investments with an end-to-end co-investment platform, eliminating the need for complex, expensive legal structures, and handling all the AML, legal, compliance, lifecycle reporting and administration. Our platform allows deal managers to syndicate deals, monetize deal flow, and manage co-investment portfolios—freeing them up to focus on sourcing and investor relations. Leva is the more efficient way to invest in venture capital, providing a seamless process… Show more At Leva, we simplify private market investments with an end-to-end co-investment platform, eliminating the need for complex, expensive legal structures, and handling all the AML, legal, compliance, lifecycle reporting and administration. Our platform allows deal managers to syndicate deals, monetize deal flow, and manage co-investment portfolios—freeing them up to focus on sourcing and investor relations. Leva is the more efficient way to invest in venture capital, providing a seamless process without the usual hassle and cost.My role is to empower our deal managers in their success. I get excited by both making venture investments more accessible to private investors, and by driving innovation and entrepreneurship through more efficient access to capital. Show less
  • Growth Strategies International, Llc
    Managing Director
    Growth Strategies International, Llc Nov 2012 - Present
    Région De Lausanne, Suisse
    GSi offers strategic services via two methodologies for startup, high-growth and small/medium businesses in technical industries and international markets:1. Business Development Services - Marketing, Sales, Channel Partnerships, BD Process Design & Team Training, Account Management, Start Up Growth Plans2. Management Consulting - Digital Transformation/Strategic Planning, Process Improvement, Executive Team Coaching, Board Member/AdvisorGSi also provides leadership development… Show more GSi offers strategic services via two methodologies for startup, high-growth and small/medium businesses in technical industries and international markets:1. Business Development Services - Marketing, Sales, Channel Partnerships, BD Process Design & Team Training, Account Management, Start Up Growth Plans2. Management Consulting - Digital Transformation/Strategic Planning, Process Improvement, Executive Team Coaching, Board Member/AdvisorGSi also provides leadership development for individuals and teams via the Lavaux Leadership seminar and retreat services hosted semi-annually on the beautiful shores of Lac Léman. Show less
  • Invest Direct
    Responsable Commerciale, Deal Captain
    Invest Direct Sep 2023 - Feb 2024
    Genève, Suisse
    Designed and implemented all operational systems for the recently-funded (seed) private market fintech: SalesForce CRM, Deal Showcase investment platform, Marketing campaigns and automation, etc. Led deal distribution, entrepreneur coaching/preparation and investor relations activities.
  • Qashqade Ag
    Chief Revenue Officer (Cro)
    Qashqade Ag Sep 2022 - Apr 2023
    Zurich, Switzerland
    qashqade AG offers digital Private Market accounting solutions for both General and Limited Partners, as well as Fund Administrators. Our product suite offers automated tools for reporting and administration of Waterfall and Performance Fee calculations, including the Carried Point allocation. We provide advanced technology to empower teams and resources at every stage of a fund's lifecycle; from the beginning during the fundraising or at the end at payout our solutions and services offer… Show more qashqade AG offers digital Private Market accounting solutions for both General and Limited Partners, as well as Fund Administrators. Our product suite offers automated tools for reporting and administration of Waterfall and Performance Fee calculations, including the Carried Point allocation. We provide advanced technology to empower teams and resources at every stage of a fund's lifecycle; from the beginning during the fundraising or at the end at payout our solutions and services offer transparency and efficiency.Our strengths lie in bringing together digital technologies and specific expertise in the areas of finance, valuable product knowledge for Private Markets solutions and related areas, product development and risk management – all within one coherent system. Show less
  • Delio
    Head Of Market, Director Of Client Solutions - Switzerland
    Delio Sep 2019 - Oct 2022
    Switzerland
    Financial institutions across the world leverage Delio's technology, expertise and network to launch, streamline and scale the way they connect private investments with (U)HNW & Family Office capital. Our clients range across private banks & wealth managers, investment banks & corporate finance firms, multifamily offices & alternative investment funds, angel networks, deal clubs & professional organisations.Our technology and tools cover the private asset life-cycle end to end: from… Show more Financial institutions across the world leverage Delio's technology, expertise and network to launch, streamline and scale the way they connect private investments with (U)HNW & Family Office capital. Our clients range across private banks & wealth managers, investment banks & corporate finance firms, multifamily offices & alternative investment funds, angel networks, deal clubs & professional organisations.Our technology and tools cover the private asset life-cycle end to end: from origination, distribution and transaction management, providing valuable engagement analytics and customized portfolio reporting. It is the configurable platform trusted by leading institutions looking to improve deal security, compliance and efficiency with the added option to expand their network for origination, syndication or distribution via our DelioConnect ecosystem. Show less
  • Hec Lausanne - La Faculté Des Hautes Etudes Commerciales De L'Université De Lausanne
    Étudiant Doctorant
    Hec Lausanne - La Faculté Des Hautes Etudes Commerciales De L'Université De Lausanne Jan 2019 - Feb 2020
    Lausanne, Vaud, Suisse
    Started a PhD in Management program (Organization Design), learned so much, published a case study on power frameworks in high-growth startups and SMEs with my advisor, hope to finish the degree requirements sometime in the future!
  • Xm Cyber
    Director Of Client Services
    Xm Cyber 2017 - 2019
    Herzliya, Tel Aviv District, Israel
    www.xmcyber.comSIMULATING, VALIDATING & REMEDIATING EVERY HACKER’S PATH TO OUR CLIENT'S MOST CRITICAL ASSETS, XM's AUTOMATED MACHINE SOFTWARE DELIVERS PRIORITIZED AND ACTIONABLE CYBERSECURITY RISK INSIGHTS- Business Development & Sales - North America & Europe- Customer Success & Project Management- Digital Transformation/Strategic Change Leadership
  • Voyager Labs
    Director Of Business Development And Partnerships
    Voyager Labs 2013 - 2017
    Tel Aviv, Israel
    Business Development StrategyPartner Recruitment, Engagement and SuccessConsultative Sales--Voyager Analytics, a wholly-owned subsidiary of Voyager Labs, provides an open-source intelligence software solution to clients and partners across the globe who value quick and efficient access to actionable insights.
  • Inscope International
    Senior Director, Business Development For Inscope Energy
    Inscope International 2013 - 2016
    Reston, Virginia
    Developed business opportunities and the marketing strategy for InScope's growing Energy division. InScope's engineering team developed an innovative, proprietary energy efficiency technology (IoT/data analytics) platform that radically transforms building performance management. As part of the early go-to-market team, I worked with InScope Energy until the rebrand and launch as PatriotVUE; securing institutional investment partners and building a pipeline of multi-million dollar revenue.
  • Leveraged Green Energy Fund
    International Business Development Director
    Leveraged Green Energy Fund 2012 - 2013
    Arlington, Virginia
    Implemented the strategic business development plan for a growing private equity firm focusing our investments on renewable energy technologies and projects around the world.
  • Scott-Long Construction, Inc
    Director Of Corporate Development
    Scott-Long Construction, Inc 2009 - 2012
    Chantilly, Virginia/Columbia, Maryland
    www.scottlong.comWith this transition, I drew heavily on operations management experience in order to lead a comprehensive change initiative; creating a Sales-centric culture across the organization which included the strategic development of tools and processes for corporate growth and customer account service.In addition to routine business development responsibilities, I also worked to re-invigorate our firm's client relationship management process, brand identity… Show more www.scottlong.comWith this transition, I drew heavily on operations management experience in order to lead a comprehensive change initiative; creating a Sales-centric culture across the organization which included the strategic development of tools and processes for corporate growth and customer account service.In addition to routine business development responsibilities, I also worked to re-invigorate our firm's client relationship management process, brand identity, competitive position and to spearhead a few innovative initiatives. These efforts dramatically enhanced the firm's unique value proposition and served to transform the way we communicated that value to the marketplace and our most important customers. Show less
  • Exotic Stones, Llc
    Chief Operating Officer
    Exotic Stones, Llc Oct 2003 - Feb 2009
    Reston, Virginia/Jiangsu, China
    I managed the business operations for Exotic Stones from its earliest start up days. My operational responsibilities included oversight of sales, business development and marketing, customer service, material acquisition (estimating), international trade/supply chain management, Human Resources, accounting, project management, production (manufacturing/installation), and annual business plan development/strategy implementation.

Kathleen O'Leary Skills

Business Development Strategic Planning Business Strategy Start Ups Project Management Proposal Writing New Business Development Business Planning Crm Leadership Operations Management Networking Management Consulting Corporate Communications Product Development Customer Relationship Management Renewable Energy Change Management Energy Efficiency International Trade Lead Generation Stakeholder Management English Training And Development Digital Communication

Kathleen O'Leary Education Details

Frequently Asked Questions about Kathleen O'Leary

What company does Kathleen O'Leary work for?

Kathleen O'Leary works for Leva

What is Kathleen O'Leary's role at the current company?

Kathleen O'Leary's current role is Business Development & Client Relations | Private Market Investments | Leadership & Growth Strategy.

What is Kathleen O'Leary's email address?

Kathleen O'Leary's email address is ka****@****ail.com

What is Kathleen O'Leary's direct phone number?

Kathleen O'Leary's direct phone number is (703)-802*****

What schools did Kathleen O'Leary attend?

Kathleen O'Leary attended Imd Business School, University Of Virginia Darden School Of Business, Georgetown University Mcdonough School Of Business, James Madison University, James Madison University.

What are some of Kathleen O'Leary's interests?

Kathleen O'Leary has interest in Learning, Running, Travel, Education.

What skills is Kathleen O'Leary known for?

Kathleen O'Leary has skills like Business Development, Strategic Planning, Business Strategy, Start Ups, Project Management, Proposal Writing, New Business Development, Business Planning, Crm, Leadership, Operations Management, Networking.

Who are Kathleen O'Leary's colleagues?

Kathleen O'Leary's colleagues are Fabio Viscardi, Aisling Ryan, Senhit Mehari, Carolina Garcia Rodriguez, Julie Cheng, Alexander Di Chiara, Ahmad Reza Maleki.

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