Patrick O'Leary Email & Phone Number

London, England, United Kingdom

Frankfurt Am Main Area, Germany

• Consulting Asset Managers and Corporate Treasurers on trading workflows, netting, Best Execution within a regulatory framework
• Influencing/shaping product development to fit unique requirements and close gaps
• Managing relationships, implementing, training our most complex clients on EMS

Asia, South East Asia, Indian Subcontinent, Australia

• Temporarily leaving the comforts of a good job and career, I set out to answer a life-long calling to backpack alone in Asia visiting 12 countries during 14 months. Whilst in perpetual movement on a tuk-tuk or bus or.
• Climbed Mt. Fuji 3700m in Japan.
• Lived like a monk in complete silence for 10 days practicing Vipassana style meditation in India.
• Trekked for 14 days covering 150 km in distance through the Annapurna Mountain range reaching 5400m in elevation when crossing the famous Thorong La Pass in Nepal.
• Abseiled through waterfalls and did some light spelunking in Vietnam.
• Completed a 4 week - 150 hour intensive Yoga & Metaphysics course in an ashram in India.

New York City & London

• Continuing to build on my knowledge of the Bloomberg Terminal and Trading & Execution strategies from previous roles, I spent the remaining years in Bloomberg (London & NYC) in the Trading Solutions department working.
• In my 6 year tenure we experienced 15% - 20% annual growth in the AIM department.
• Effectively managed up to ~$1.8M in recurring subscription revenue.
• Never lost a client - protected revenue - demonstrating my ability to continuously find bespoke solutions to unique client requirements whilst bringing internal resources to advise and fix.
• Contributed by adding new end-users onto the system by onsite training, meetings, and conferences helping reach the department's user goal of 12,000 globally.
• Integral part of a winning team - no other vertical or department within Bloomberg LP contributed more to Terminal growth than AIM, helping to bring total revenue to over $9 Billion.

London, United Kingdom

• During my time with Tradebook I learned brokerages sales with regard to FX, Listed Derivatives, and Equity direct market access trading. Following the sales process - from cold-calling to on-boarding to trading - I.
• Conceived & executed a global commission rate for a major Dutch bank spanning offices in Singapore, Amsterdam, London and New York trading FX which brought in substantial commission revenue.
• Through user training I increased end-users with my existing clients and penetrated other trading desks within their firm which increased trade activity and volume.

London, United Kingdom

• Through Bloomberg's excellent initial sales training and 5 week intensive course I developed invaluable knowledge of the Financial Markets from the Theory to its representation on the Bloomberg Terminal in relation to.
• Trained and mentored new hires within the department.
• Was tasked on finding inconsistencies & redundancies in handling client queries and issues to improved internal workflow and operations.
• Presented to 150+ at department meetings on new functionality and query handling.
• Recognized for exceptional service & communication provided to clients via Instant Chat

London, United Kingdom

• Working within the Corporate Banking arm of Barclays PLC., I was quickly identified as having the necessary know-how to manage demanding large, multinational companies as clients in order to perform high risk/potential.
• Placing excess treasury funds above $1 Million overnight on the Money Markets for interest purposes; executing large international payments; tracing funds; setting up FX deals; and investigating urgent issues.

Paris Area, France

• Taught Business and general English to professionals in Paris, France in both group & individual classes onsite in companies such as GE, UBS, Accenture, Coca-Cola, Areva, Societe Generale and Euronext.
• Due to the quality of my prepared classes and ability to build and maintain relationships with the clients, contract renewal often occurred increasing the firm's total revenue.

Bachelor’S Degree

Master’S Degree