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Tom Oakley Location
United States
Tom Oakley Work
Client Advocate @ (May 2025 - Present)
President and Executive Board Member @ (April 2020 - Present)
Client Advocate @ (February 2019 - May 2025)
Account Executive @ (January 2017 - February 2018)
Corporate Credit Broker @ Phoenix Partners Group (August 2008 - August 2015)
Sales Rep @ Iron Mountain (January 2005 - January 2008)
Tom Oakley Education
Fordham University
ba (Liberal Arts and Sciences, General Studies and Humanities)
1999-2003
Bergen Catholic
Tom Oakley Skills
Options
Trading
Fixed Income
Bonds
Series 7
Equity Trading
Bloomberg
Electronic Trading
Equities
Derivatives
Series 63
Financial Markets
Trading Systems
Sales
Tom Oakley Summary
Tom Oakley, based in United States, is currently a Client Advocate at USI Insurance Services. Tom Oakley brings experience from previous roles at Southern Vermont Trails Association, Lockton Companies, Arrowhead General Insurance Agency, Inc. and Phoenix Partners Group. Tom Oakley holds a 1999 - 2003 ba in Liberal Arts and Sciences, General Studies and Humanities @ Fordham University. With a robust skill set that includes Options, Trading, Fixed Income, Bonds, Series 7 and more. Tom Oakley has 3 emails on RocketReach.
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