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Michael O'Mara Email & Phone Number

Senior Vice President and Investments, Business Development Manager - Stifel at Stifel Financial Corp.
Location: Miami-Fort Lauderdale Area, United States, United States 6 work roles 2 schools
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Role
Senior Vice President and Investments, Business Development Manager - Stifel
Location
Miami-Fort Lauderdale Area, United States, United States
Company size

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Michael O'Mara is listed as Senior Vice President and Investments, Business Development Manager - Stifel at Stifel Financial Corp., a company with 7363 employees, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael O'Mara.

Michael O'Mara previously worked as Vice President / Branch Manager at Janney Montgomery Scott and EVP Business Development at Forest Securities, Inc.. Michael O'Mara holds Bachelors Degree, Business Administration/Finance/Marketing from University Of Illinois At Chicago.

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Stifel Financial Corp.

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About Michael O'Mara

With over 20 years of wealth management experience, I now manage Janney Montgomery Scott's branch located in Fort Lauderdale, Florida. I joined Janney in 2015, and bring a proven leadership into the branch with a focus on growth in the region.Janney is proud of the qualities that differentiate us from other firms and knows that few investment and financial services firms today can offer our history, stability, and level of excellent service and advice. We know the success of our business depends on the guidance our Financial Advisors provide their clients for the future. To that end, we empower our employees to deliver outstanding service, advice, and innovative ideas to clients, work in a resourceful and relationship-based culture, be active community participants, and continue building a financially strong and profitable business.I return to Fort Lauderdale from Chicago after a seven years with Great Point Capital Advisors and Forest Securities. In my previous Florida tenure, I managed a complex for A.G. Edwards in Fort Lauderdale, Aventura, and Coral Gables.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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Michael O'Mara's current company

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Stifel Financial Corp.
Stifel Financial Corp.
Senior Vice President and Investments, Business Development Manager - Stifel
Florida, United States
Website
Employees
7363
AeroLeads page
6 roles · 33 years

Michael O'Mara work experience

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Senior Vice President And Investments, Business Development Manager - Stifel

Florida, United States

Vice President / Branch Manager

Current

Miami / Fort Lauderdale Area

Have rapidly grown revenues with the addition of 4 competitive hires. Profitability has increased commensurately to these hires. I have been recognized for these efforts with several branch manager awards at the November, 2018 meeting.

Dec 2015 - Present

Evp Business Development

Forest Securities, Inc.

Chicago, IL

Ran a retail investment advisory service. Had 37 advisors report to me, including 20 independent and 17 employee channel. Raised revenues by 140% in the less than 2 years I presided.

Aug 2013 - Apr 2015

Partner

Greater Chicago Area

Built and ran an Investment Advisory company with focus on Private Equity. Sourced, researched, and brought to market Private Equity transactions. I have my Series 79, which is the Finra Investment Banking license, so was able to identify opportunities and bring them to market. Brought 11 deals to fruition, totaling 100 million in raised assets.

Jan 2011 - Aug 2013

Complex Manager

Fort Lauderdale, Miami, Coral Gables, Aventura

Built and ran a complex with 117 advisors and 152 total employees. Recruited 92 advisors into A. G. Edwards. Opened the Aventura office. Grew revenues by 350% in 5 years. Branch manager of the year, which is voted on by the employees themselves. Spoke at national conferences 3 years in a row. Helped develop recruiting curriculum for the entire firm.

2002 - 2007 ~5 yrs
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2 education records

Michael O'Mara education

Bachelors Degree, Business Administration/Finance/Marketing

Activities and Societies: Played Division 1 varsity baseball for 4 years.

Education record

St Ignatius College Prep
FAQ

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What company does Michael O'Mara work for?

Michael O'Mara works for Stifel Financial Corp..

What is Michael O'Mara's role at Stifel Financial Corp.?

Michael O'Mara is listed as Senior Vice President and Investments, Business Development Manager - Stifel at Stifel Financial Corp..

Where is Michael O'Mara based?

Michael O'Mara is based in Miami-Fort Lauderdale Area, United States, United States while working with Stifel Financial Corp..

What companies has Michael O'Mara worked for?

Michael O'Mara has worked for Stifel Financial Corp., Janney Montgomery Scott, Forest Securities, Inc., Great Point Capital Llc, and A.G. Edwards.

Who are Michael O'Mara's colleagues at Stifel Financial Corp.?

Michael O'Mara's colleagues at Stifel Financial Corp. include Kindred Burdick, Harvinder Minhas, 蔡浩男, Derek Alexander, and Robert Ramirez.

How can I contact Michael O'Mara?

You can use AeroLeads to view verified contact signals for Michael O'Mara at Stifel Financial Corp., including work email, phone, and LinkedIn data when available.

What schools did Michael O'Mara attend?

Michael O'Mara holds Bachelors Degree, Business Administration/Finance/Marketing from University Of Illinois At Chicago.

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