Jay Haffley Email & Phone Number
Private Investments - Wealth Advisor @ Prevail Strategies
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Jay Haffley Location
- Lenexa, KS, US
Jay Haffley Work
- 2024 -now Private Investments - Wealth Advisor @
- 2024 -2024 Experienced Wealth Management Professional @ Independent
- 2024 -2024 Experienced Wealth Management Professional @ Self
- 2023 -2024 Private Wealth Advisor @
- 2017 -2024 Sr Private Client Advisor @ Bank of the West
- 2014 -2024 Wealth Financial Advisor @ BancWest Investment Services
- 2011 -2014 Owner and Financial Consultant at HWCM and Assistant Baseball Coach at Kapaun Mt. Carmel HS @ Haffley Wilson Capital Management, LLC
- 2009 -2011 Financial Consultant @
- 2002 -2008 Financial Advisor @
- 2000 -2002 Investment Executive @
- 1993 -2000 VP Commercial Loans @
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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