Joe O'Leary has over 14 years of experience working in the financial services industry. As a seasoned foreign exchange professional his knowledge extends from consultative marketing in foreign exchange principals, extensive knowledge of currency risk management and experience in gathering, evaluating, and hedging foreign exchange exposures for multinational corporations. His duties have included offshore interest rate products, asset liability management, foreign exchange trading and corporate foreign exchange risk management.
O'Leary joined SVB in May of 2006 as a foreign exchange advisor. Currently in his capacity as senior foreign exchange trader, he prepares custom hedging strategies for clients with complex currency-related issues, advises clients in developing, implementing, and monitoring foreign exchange strategies and educates clients in understanding foreign exchange products. In addition, O'Leary manages SVB's non-USD loan portfolio and mitigates the banks FX exposure.
Prior to joining SVB, O'Leary was a treasury manager at a large hard disk drive manufacturer based in, California, where he managed the corporation's foreign exchange exposure. Additionally, O'Leary worked with overseas offices on cash forecasting, standby letters of credit and general ledger accounts. O'Leary began his career at the Bank of Hawaii (BOH) where he held various positions within the bank's treasury department.
O'Leary holds a bachelor's degree in International Business from the University of Hawaii, Honolulu. He also holds a certificate on foreign exchange principles from the World Trade Institute in New York, New York, and O'Leary is a member of the Association for Financial Professionals.
Santa Clara, CA