Jim Halley Email & Phone Number
Private Family Office @ Goldman Sachs Ayco
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Jim Halley Location
- Chicago, IL, US
Jim Halley Work
- 2025 -now Private Family Office @
- 2018 -2025 Private Family Office @
- 2014 -2018 Private Family Office @
- 2009 -2014 Wealth Strategies Group @
Jim Halley Education
- University at Albany
Master of Science (MS) (Accounting)
2010-2013 - Siena College
Bachelor of Science (B.S.) (Accounting)
2006-2010
Jim Halley Skills
- PowerPoint
- Social Media
- Fixed Income
- Insurance
- Portfolio Management
- Nys Life
- Investments
- Series 66
- Asset Allocation
- Wealth Management
- Equities
- Mutual Funds
- Equity Research
- Uniform Combined State Law
- Strategic Financial Planning
- FINRA
- Microsoft Office
- Microsoft Word
- Asset Management
- Community Outreach
- JavaScript
- Financial Analysis
- Management
- Accident And Health Insurance License
- Series 7
- Employee Benefits
- Securities
- Financial Planning
- Microsoft Excel
Jim Halley Summary
- Jim Halley, based in Chicago, IL, US, is currently a Private Family Office at Goldman Sachs Ayco. Jim Halley brings experience from previous roles at Goldman Sachs Ayco. Jim Halley holds a 2010 - 2013 Master of Science (MS) in Accounting @ University at Albany. With a robust skill set that includes PowerPoint, Social Media, Fixed Income, Insurance, Portfolio Management and more. Jim Halley has 3 emails and 1 mobile phone numbers on RocketReach.
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