Tom O'Leary Email and Phone Number
International equities executive with a reputation for building and leading high performing global teams recruiting and retaining top industry professionals. Most recently served as Managing Director Head of Equities, for the Americas at HSBC Global Banking and Markets, and a member of the Global Equity Executive Committee, focused on managing the Equity business across the globe. Built a reputation among top clients as a value add, trusted, business partner.Key Strengths include:-BUILD BUSINESSES GLOBALLY: Leveraged unique list of clients and relationships at major US institutions to develop new international equity business, positioning HSBC as an International trusted partner with the US institutions and delivering local knowledge and presence in markets outside the US. -ORGANIZATIONAL DESIGN AND LEADERSHIP: Developed growth strategy, designed new organization, and built out a cost-effective enabling infrastructure designed to scale resulting in a business generating 35-40% of the total division revenue. -INTERNATIONAL AND EMERGING MARKETS: Led the strategy and oversight for building new presence in both Brazil and Mexico.-CLIENT ENGAGEMENT: Developed and implemented and a new client management process which resulted in laser focus on engaging and maximizing the highest revenue opportunities.
Meraki Global Advisors
View- Website:
- merakiglobaladvisors.com
- Employees:
- 5
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Senior Business StrategistMeraki Global Advisors Feb 2023 - PresentPark City, Utah, United States -
Managing Director Head Of Equities, AmericasHsbc Global Banking And Markets 2010 - Feb 2021New YorkManaged the Cash Equity, Prime and Derivative Businesses in the US, Mexico, and Brazil- Led a team of 150 people across the three businesses with revenue of $350M - $400M.- Developed and implemented new strategy for HSBC products in the Americas region.- Repositioned the prime business to be more client centric. - Transformed the cash business with new technology and exchange connectivity -
Managing Director, Head Of International Equities For The U.S.J.P. Morgan 2008 - 2009New YorkManaged the Research Sales, Sales Trading and Trading for all International Equity products into United States. This included the European, Pan-Asia and Latin America equity platforms.- Successfully integrated the Research Sales, Sales Trading and Trading teams post the merger with Bear Stearns.- Focused a global management structure to better understand client needs, resulting in market share and revenue gains for each product region.- Participated as a member of the Global Cash Equity Management Team and Global Client Council, developing strategy for the division and client interaction. -
Senior Managing Director, Co-Head Of Global Equities Division SalesBear Stearns 2007 - 2008New YorkDirected the sales and distribution teams for the $3.3B Global Equity Division (GED), which included over 500 salespeople across Cash, Derivative and Prime Brokerage.- Integrated sales teams from three separate divisions under the new Global Equity Division leading to greater efficiencies in distribution.- Advanced the “Client First” sales initiative across all the sales departments, resulting in a more holistic approach to client service.- Initiated and managed new management structure to better align our resources to meet client demands, achieving record net revenues for the GED -
Senior Managing Director, Head Of International EquitiesBear Stearns 1998 - 2007New YorkManaged international global cash equity business. Products included Europe, Asia ex-Japan and Latin America.- Launched a globally integrated international business that included teams in New York, London, Hong Kong, and Brazil, resulting in dramatic growth in net revenues to a record $ 350M.- Originated and executed business plans for Europe which increased revenue from under $30M to over $220M in net revenue with broad recognition for client service.- Developed strategy for Asia ex-Japan platform, conducted recruiting efforts and succeeded in attracting top industry talent
Tom O'Leary Education Details
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Marketing
Frequently Asked Questions about Tom O'Leary
What company does Tom O'Leary work for?
Tom O'Leary works for Meraki Global Advisors
What is Tom O'Leary's role at the current company?
Tom O'Leary's current role is Managing Director | Head of Equity | International Equity | Emerging Markets | Global Markets.
What schools did Tom O'Leary attend?
Tom O'Leary attended John Carroll University.
Who are Tom O'Leary's colleagues?
Tom O'Leary's colleagues are Ebony Zepeda, Khonzod Muradova, Benjamin R Arnold, Eric Savitz, Mckinan Little, Simon Kelt, E.j. Stockley.
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Tom O'Leary
Dallas, Tx1willistowerswatson.com -
Tom O'Leary
Greater Boston4coupa.com, netsuite.com, coupa.com, conwayoffice.com1 (650) 6XXXXXXX
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