Jason Haley Location
- Dallas, TX, US
Jason Haley Work
- 2025 -now President @ ALM First Financial Advisors, LLC
- 2019 -now Chief Investment Officer @
- 2015 -2019 Managing Director, Investment Management Group @
- 2008 -2015 Fixed Income Strategist @
- 2021 -2026 Board Member @
- 2017 -2023 Portfolio Manager, TCU Short Duration and Ultra-Short Duration Portfolios @
- 2014 -2017 Board Member @ Wesley Prep
- 2005 -2008 Fixed Income Sales @
- 2004 -2005 Fixed Income Sales @ A.G. Edwards & Sons, Inc.
- 2003 -2004 Fixed Income Sales @ Coastal Securities L.P.
Jason Haley Education
- University of Mississippi
BBA, MBA (Marketing, Finance)
1998-2003
Jason Haley Skills
- Fixed Income
- Investments
- ALM
- Asset Management
- Trading
- Capital Markets
- Risk Management
- Portfolio Management
- Financial Modeling
- Banking
- Finance
- Derivatives
- Bloomberg
- Social Media Marketing
- Leadership
- EMC
- Investment Management
Jason Haley Summary
- Jason Haley, based in Dallas, TX, US, is currently a President at ALM First Financial Advisors, LLC. Jason Haley brings experience from previous roles at ALM First Financial Advisors and The Way Back Reentry. Jason Haley holds a 1998 - 2003 BBA, MBA in Marketing, Finance @ University of Mississippi. With a robust skill set that includes Fixed Income, Investments, ALM, Asset Management, Trading and more. Jason Haley has 1 emails and 1 mobile phone numbers on RocketReach.
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