Kathleen O'Leary Email and Phone Number
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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.
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Head Of Account ManagementLeva Nov 2024 - PresentZurich, SwitzerlandAt 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 -
Managing DirectorGrowth Strategies International, Llc Nov 2012 - PresentRégion De Lausanne, SuisseGSi 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 -
Responsable Commerciale, Deal CaptainInvest Direct Sep 2023 - Feb 2024Genève, SuisseDesigned 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. -
Chief Revenue Officer (Cro)Qashqade Ag Sep 2022 - Apr 2023Zurich, Switzerlandqashqade 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 -
Head Of Market, Director Of Client Solutions - SwitzerlandDelio Sep 2019 - Oct 2022SwitzerlandFinancial 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 -
Étudiant DoctorantHec Lausanne - La Faculté Des Hautes Etudes Commerciales De L'Université De Lausanne Jan 2019 - Feb 2020Lausanne, Vaud, SuisseStarted 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! -
Director Of Client ServicesXm Cyber 2017 - 2019Herzliya, Tel Aviv District, Israelwww.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 -
Director Of Business Development And PartnershipsVoyager Labs 2013 - 2017Tel Aviv, IsraelBusiness 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. -
Senior Director, Business Development For Inscope EnergyInscope International 2013 - 2016Reston, VirginiaDeveloped 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. -
International Business Development DirectorLeveraged Green Energy Fund 2012 - 2013Arlington, VirginiaImplemented the strategic business development plan for a growing private equity firm focusing our investments on renewable energy technologies and projects around the world. -
Director Of Corporate DevelopmentScott-Long Construction, Inc 2009 - 2012Chantilly, Virginia/Columbia, Marylandwww.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 -
Chief Operating OfficerExotic Stones, Llc Oct 2003 - Feb 2009Reston, Virginia/Jiangsu, ChinaI 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
Kathleen O'Leary Education Details
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Leading Digital Business Transformation, Digital Analytics -
Executive Mba - Charlottesville -
Senior Executive Leadership Certificate -
Master Of Science -
Bachelor Of Science
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.
Not the Kathleen O'Leary you were looking for?
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Kathleen Bougazzoul
Strategy & Impact ➥ Program & Project Management | Process Optimization | Change Management | Curriculum Design | Diversity, Equity & Inclusion | Social ImpactSeattle, Wa3gwclaw.com, depaul.edu, seattlejobsinit.com -
KATHLEEN O'LEARY
Milwaukee, Wi -
Kathleen O'Leary
New York City Metropolitan Area4gmail.com, alumni.nd.edu, mckinsey.com, mckinsey.com6 +161786XXXXX
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2hsbc.com, carnegroup.com
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