Kevin O'Leary

Senior Associate at Siegfried Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Philadelphia, Pennsylvania, United States, US

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Bio

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Credentials

  • Microsoft Excel Expert (Office 2016)
    Microsoft
    Mar, 2022
    - Nov, 2024

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Associate
      • Nov 2021 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Finance Associate
      • Aug 2018 - Nov 2021

    • Financial Control Analyst
      • Jul 2017 - Jul 2018

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Trading Operations Intern
      • Jun 2016 - Jul 2016

      - Interacted with trading operations, developers, and business strategists in building quality assurance use cases for the MIAX Options complex order type. This quality assurance testing coincided with the business team’s instructions and developer’s code while ultimately fulfilling regulatory requirements set by the SEC - Utilized JIRA software tracking to establish a framework for use case requirements in order to insure the use case matched the requirements necessary for approval. - Reviewed Business Requirement and Functional Specification documents as part of the use case testing process - Assisted with entering symbols and market maker information into the MIAX security database on a daily basis - Processed requests for canceled and adjusted trades via the MIAX Corrections Tool Show less

  • Blue Chip Bistro
    • State College, Pennsylvania Area
    • Crew Leader
      • Aug 2014 - May 2016

      - Instruct current staff on restaurant procedures and train around 5 new employees per month - Prepare and cook food according to daily specials, handle monetary transactions, wash dishes on an as needed basis - Instruct current staff on restaurant procedures and train around 5 new employees per month - Prepare and cook food according to daily specials, handle monetary transactions, wash dishes on an as needed basis

    • United States
    • Financial Services
    • 700 & Above Employee
    • Options Regulation Intern
      • May 2015 - Aug 2015

      - Analyzed options trading data from U.S. exchanges who are under contract with FINRA through a Regulatory Services Agreement to determine if market participants were abiding by SEC, FINRA, or Exchange Rules and/or Regulations - Participated in classes and information sessions that covered option trading strategies and SEC, FINRA, or Exchange Rules and Regulations - Drafted regulatory reports for firms under investigation by the Options Regulation department - Analyzed options trading data from U.S. exchanges who are under contract with FINRA through a Regulatory Services Agreement to determine if market participants were abiding by SEC, FINRA, or Exchange Rules and/or Regulations - Participated in classes and information sessions that covered option trading strategies and SEC, FINRA, or Exchange Rules and Regulations - Drafted regulatory reports for firms under investigation by the Options Regulation department

    • Summer Help
      • May 2014 - Aug 2014

      - Maintained park grounds and baseball fields based on delegated tasks from supervisor - Collected waste, cut grass, and performed basic maintenance at three of the county parks under my team's jurisdiction - Responsible for delivering various pieces of equipment, such as tractor mowers and mini bulldozers, to other parks within the county - Maintained park grounds and baseball fields based on delegated tasks from supervisor - Collected waste, cut grass, and performed basic maintenance at three of the county parks under my team's jurisdiction - Responsible for delivering various pieces of equipment, such as tractor mowers and mini bulldozers, to other parks within the county

Education

  • Penn State University
    Finance
    2013 - 2017
  • Hasbrouck Heights High School
    2009 - 2013

Community

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