Professional Summary

Professional Overview

Tim O'Leary is an experienced financial executive with a proven track record of driving strategic growth and operational excellence. As the Chief Financial Officer at Priority Technology Holdings, Inc., he is responsible for overseeing the company's financial operations, managing risk, and aligning financial strategies with the organization's long-term objectives.

Experience Summary

Current Role

As the Chief Financial Officer at Priority Technology Holdings, Inc., Tim is responsible for leading the company's financial strategy and operations. He oversees all aspects of financial management, including budgeting, forecasting, reporting, and compliance. Tim works closely with the executive team to identify and capitalize on growth opportunities, while also ensuring efficient resource allocation and risk mitigation.

Career Progression

Prior to his current role, Tim held various leadership positions at Truist Securities and SunTrust Robinson Humphrey, where he served as a Managing Director. In these roles, he was instrumental in driving financial performance, executing complex transactions, and building strong client relationships. Earlier in his career, Tim gained valuable experience as an Analyst at SunTrust Bank and as the Director of Operations for the Georgia Tech Football program.

Academic Background

Tim holds a Bachelor's degree from Georgia Tech, where he majored in Business Administration with a concentration in Finance. During his time at Georgia Tech, he was actively involved in various student organizations and demonstrated exceptional leadership skills.

Areas of Expertise

• Financial strategy and management

• Risk analysis and mitigation

• Mergers, acquisitions, and integration

• Capital markets and investment banking

• Operational efficiency and optimization

• Business performance analysis and reporting

Professional Impact

Throughout his career, Tim has played a key role in driving transformative initiatives and delivering measurable results. He has successfully navigated complex financial environments, leveraged data-driven insights to inform decision-making, and fostered collaborative relationships with cross-functional teams and stakeholders.

Conclusion

With his extensive experience in the financial services industry and a track record of strategic leadership, Tim is well-positioned to contribute significantly to Priority Technology Holdings, Inc. as the Chief Financial Officer. His expertise, coupled with his commitment to driving innovation and enhancing operational efficiency, make him a valuable asset to the organization.