Patrick O’Leary, CWS®

Patrick O’Leary, CWS®

Senior Vice President, Financial Advisor

Patrick O’Leary is an institutional salesman with a focus on taxable and tax-exempt fixed income securities. His institutional clients include banks, municipalities, bond funds, insurance companies, money managers and pension funds. He has been involved in the securities industry since 1996.

Patrick holds a bachelor’s degree in business administration from Carroll College with a minor in economics. 


Fixed Income Capital Markets of D.A. Davidson & Co.
Hart Albin Building
208 N. Broadway, Suite 100
Billings, MT 59101 
Office: (406) 248-7851
Toll Free: (800) 332-7092
Email: [email protected]