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Roan O'Leary Email & Phone Number

Financial Solutions Advisor at Bank of America Merrill Lynch
Location: Newport, Rhode Island, United States 6 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Bank of America Merrill Lynch
Role
Financial Solutions Advisor
Location
Newport, Rhode Island, United States
Company size
16981 employees

Who is Roan O'Leary? Overview

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Quick answer

Roan O'Leary is listed as Financial Solutions Advisor at Bank of America Merrill Lynch, a with 16981 employees, based in Newport, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Roan O'Leary.

Roan O'Leary previously worked as Analyst at K Capital Partners Llc and Growth Associate Intern at Stonehaven, Llc. Roan O'Leary holds Bachelor Of Finance, Finance from University Of Tennessee, Knoxville.

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Email format at Bank of America Merrill Lynch

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Bank of America Merrill Lynch

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Profile bio

About Roan O'Leary

Recent Honors graduate with B.S.B.A in Finance from the Haslam College of Business at The University of Tennessee - Knoxville. I am currently seeking a position in alternative investments to begin my professional career. Member of Tennessee Capital Markets Society which prepared undergrads for high level finance positions post-grad. Grew up in Vermont, educated in Knoxville, now residing in Newport, RI.

Current workplace

Roan O'Leary's current company

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Bank of America Merrill Lynch
Bank Of America Merrill Lynch
Financial Solutions Advisor
Minneapolis, MN, US
Website
bofaml.com
Employees
16981
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Company profile
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6 roles

Roan O'Leary work experience

A career timeline built from the work history available for this profile.

Analyst

Current
K Capital Partners Llc

Newport, Rhode Island, United States

Private MarketsK Capital Partners LLC offers securities through Stonehaven, LLC, a Member of FINRA/ SIPC.

Nov 2024 - Present

Growth Associate Intern

Current
Stonehaven, Llc

New York, New York, United States

FinTech platform for investment bankers, placement agents, companies and investors to raise capital, conduct secondaries, execute M&A and invest.

Jun 2024 - Present

Equity Analyst Intern

Figadvise

Oxford, England, United Kingdom

Figadvise is an Oxford-based independent equity research team offering investment advice on European equities to hedge funds, principally BDL Capital Management in Paris, and other investment advisors through "alpha capture" platforms like TIM.

Jun 2023 - Aug 2023

Bellman/Valet

Hotel Jackson

Jackson, Wyoming, United States

Hotel Jackson is located in the heart of Jackson Hole. The goal of Hotel Jackson is to celebrate and share the area’s unique Western heritage while providing guests with every modern luxury and unrivaled customer service.

May 2022 - Aug 2022

Managing Attendant, Bag Room

Burlington Country Club

Burlington, Vermont, United States

Founded in 1924 the Burlington Country Club is a private golf club and the oldest golf course in Chittenden County, Vermont. The course was designed by famed architect Donald Ross. My responsibilities at the club included serving club members & guests with exceptional customer service; helping coordinate & manage golf tournaments & special events; and reconciling bag room inventory during opening or closing procedures.

Apr 2018 - Aug 2021
Team & coworkers

Colleagues at Bank of America Merrill Lynch

Other employees you can reach at bofaml.com. View company contacts for 16981 employees →

CW Carlin Walker Carlin Walker Colleague at Bank Of America Merrill LynchSan Francisco, California, United States View → TF Tian Feng Tian Feng Colleague at Bank Of America Merrill LynchCleveland, Ohio, United States View → AU Augusto U. Augusto U. Colleague at Bank Of America Merrill LynchSão Paulo, Brazil View → TS Thomas Spratt, Cfa Thomas Spratt, Cfa Colleague at Bank Of America Merrill LynchNew York, United States View → JH Jacyn Ho Jacyn Ho Colleague at Bank Of America Merrill LynchSingapore View → ES Eshita Sethi Eshita Sethi Colleague at Bank Of America Merrill LynchNew York City Metropolitan Area, United States View → RM Rose Morando Rose Morando Colleague at Bank Of America Merrill LynchWalnut Creek, California, United States View → AG Ana Goncalves Ana Goncalves Colleague at Bank Of America Merrill LynchPennington, New Jersey, United States View → ZR Zachary Rehmann Zachary Rehmann Colleague at Bank Of America Merrill LynchGreater Tampa Bay Area, United States View → AI Aphrodite Ioannidis Aphrodite Ioannidis Colleague at Bank Of America Merrill LynchBrick, New Jersey, United States View →
2 education records

Roan O'Leary education

Bachelor Of Finance, Finance

University Of Tennessee, Knoxville

B.S.B.A in Finance. Member of UTK Investment Group, Tennessee Capital Markets Society, and Haslam College of Business Student Advisory.

General

South Burlington High School

GPA 3.83; National Honor Society; Varsity Golf (Captain); Varsity Lacrosse; Backcountry Ski Club; Key Club; The Green Team; Investment.

FAQ

Frequently asked questions about Roan O'Leary

Quick answers generated from the profile data available on this page.

What company does Roan O'Leary work for?

Roan O'Leary works for Bank of America Merrill Lynch.

What is Roan O'Leary's role at Bank of America Merrill Lynch?

Roan O'Leary is listed as Financial Solutions Advisor at Bank of America Merrill Lynch.

Where is Roan O'Leary based?

Roan O'Leary is based in Newport, Rhode Island, United States while working with Bank of America Merrill Lynch.

What companies has Roan O'Leary worked for?

Roan O'Leary has worked for Bank Of America Merrill Lynch, K Capital Partners Llc, Stonehaven, Llc, Figadvise, and Hotel Jackson.

Who are Roan O'Leary's colleagues at Bank of America Merrill Lynch?

Roan O'Leary's colleagues at Bank of America Merrill Lynch include Carlin Walker, Tian Feng, Augusto U., Thomas Spratt, Cfa, and Jacyn Ho.

How can I contact Roan O'Leary?

You can use AeroLeads to view verified contact signals for Roan O'Leary at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Roan O'Leary attend?

Roan O'Leary holds Bachelor Of Finance, Finance from University Of Tennessee, Knoxville.

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