Timothy Oleary
Chief Compliance Officer
- Role
- Chief Compliance Officer at Moran Wealth Management®
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Timothy Oleary
Over 35 years of executive management experience in the financial services industry: broker/dealer - RIA operations, call center operations and technology, customer relationship management, branch office management, regulatory oversight, risk management, and leadership of large distributed teams.Strategic Planning & Continuous Process Improvement: Proficient in budgetary planning, forecasting, performance modeling, and financial analysis. Successfully designed and executed comprehensive plans for continuous process engineering in fast-paced environments.Human Resources: Experience includes management and staff recruiting, training, hands-on leadership, supervision, and professional development; operational “right sizing” of human capital due to acquisitions and mergers; and reorganization of management and staff into cohesive, motivated teams.
Experience
Chief Compliance Officer
Mar 2025 — Present
Education
Wagner College
BS, Business Administration
Skills
- Series 7
- Series 24
- Series 53
- Series 9, 10
- Series 63, 66
- Series 79
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