Brian Oleary
Financial Advisor
- Role
- Financial Advisor, Assistant Vice President at Merrill Lynch
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
About Brian Oleary
My mission is to help people worry less about the future so they can better enjoy today. I do this by first learning more about the unique objectives, concerns and goals of each individual and then implementing custom strategies. Brian earned his bachelor of science in finance from Boston College\'s Carroll School of Management. He holds the Series 7, 63 and 66 FINRA registrations. Brian is a founding member of the Don Scott Memorial Foundation, which focuses on initiatives to support the fight against colon cancer. In addition, he supports Manhasset High School cross-country and track and field student athletes. Brian and his wonderful wife, Erin, live in Manhasset, Long Island and have two young daughters, Gwen and Claire. When he isn\'t busy working or playing with the girls, he enjoys exercising, skiing and participating in various other sports.
Experience
Financial Advisor, Assistant Vice President
Nov 2022 — Present
Education
Boston College
Bachelor's Degree
1999 — 2003
Skills
- Asset Management
- Analysis
- Valuation
- Portfolio Management
- Equities
- Fixed Income
- Mutual Funds
- Financial Modeling
- Derivatives
- Financial Analysis
- Capital Markets
- Series 7
- Investments
- Equity Research
- Alternative Investments
- Trading
- Strategy
- Bloomberg
- Management
- Securities
- Asset Managment
- Hedge Funds
- Leadership
- Finance
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