Tim O'Leary in

Tim O'Leary

Questioner · DISC type c
Chief Financial Officer at Priority Technology Holdings, Inc.
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
29 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
United States
Personality Overview

How Tim shows up

Not Easily Convinced
Value Seeker
Cautious & Analytical

They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Priorities

Topics Tim cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2022
Chief Financial Officer
Priority Technology Holdings, Inc.
8-2020 - 9-2022
Managing Director
Truist Securities
1-2012 - 8-2020
Managing Director
SunTrust Robinson Humphrey
7-2010 - 1-2012
Managing Director
SunTrust Robinson Humphrey
10-2005 - 7-2010
Managing Director
SunTrust Robinson Humphrey
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2000
MBA
Indiana University - Kelley School of Business
1992 - 1994
BS
Northern Arizona University
1990 - 1992
Transfer
Georgia Tech Scheller College of Business
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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