Jay Haffley Email & Phone Number
Private Investments - Wealth Advisor @ Prevail Strategies
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Jay Haffley Location
- Lenexa, KS, US
Jay Haffley Work
- Private Investments - Wealth Advisor @ (November 2024 - Present)
- Experienced Wealth Management Professional @ Independent (September 2024 - November 2024)
- Experienced Wealth Management Professional @ Self (September 2024 - November 2024)
- Private Wealth Advisor @ (September 2023 - September 2024)
- Sr Private Client Advisor @ Bank of the West (November 2017 - September 2024)
- Wealth Financial Advisor @ BancWest Investment Services (August 2014 - September 2024)
- Owner and Financial Consultant at HWCM and Assistant Baseball Coach at Kapaun Mt. Carmel HS @ Haffley Wilson Capital Management, LLC (January 2011 - June 2014)
- Financial Consultant @ (April 2009 - January 2011)
- Financial Advisor @ (August 2002 - August 2008)
- Investment Executive @ (July 2000 - August 2002)
- VP Commercial Loans @ (March 1993 - July 2000)
Jay Haffley Education
- Wichita State University
BA (Finance)
1988-1992 - Hutchinson, MN High School 1985-1988
Jay Haffley Skills
- Financial Planning
- Retirement Planning
- Investments
- Customer Service
- Fixed Annuities
- Life Insurance
- Strategic Planning
- Team Building
- Management
- Finance
- Sales
- Microsoft Excel
- Leadership
Jay Haffley Summary
- Jay Haffley, based in Lenexa, KS, US, is currently a Private Investments - Wealth Advisor at Prevail Strategies. Jay Haffley brings experience from previous roles at Independent, Self, BMO Wealth Management - U.S. and Bank of the West. Jay Haffley holds a 1988 - 1992 BA in Finance @ Wichita State University. With a robust skill set that includes Financial Planning, Retirement Planning, Investments, Customer Service, Fixed Annuities and more. Jay Haffley has 2 emails and 1 mobile phone numbers on RocketReach.
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