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Assistant Financial

Location:
Prescott, AZ
Posted:
March 17, 2021

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Resume:

THOMAS J. STALEY

928-***-****

********@*****.***

PROFESSIONAL SUMMARY

I have been in the financial services field for most of my career, which has given me extensive experience and training in finance, product sales and client services. Along with that, I have continued teaching at the community college level, and more recently the elementary school level. I am very results driven and have always built long-term relationships with clients and students I have come to know along the way.

EDUCATION

California State University Long Beach Long Beach, CA

Bachelor of Arts in Physical Education 1972

Minor in Economics

Northern Arizona University Flagstaff, Arizona

Masters in Educational Leadership 2004

CERTIFICATIONS

Series 7, 63 & 66 License 1985-2016

Arizona Life and Health License 1985-2016

California Secondary Teaching Certificate 1973

EXPERIENCE

Merrill Lynch and AG Edwards Prescott, AZ

Financial Advisor May 1985-June 1996

Prescott Unified School District and Yavapai College Prescott, AZ

Substitute Teacher and Adjunct Professor June 1996-April 2007

• Taught Microeconomics and Macroeconomics

AG Edwards and Ameriprise Financial Services Prescott, AZ

Financial advisor April 2007-November 2016

Table Bay Financial San Diego, CA

Financial Services Associate November 2016-April 2018

Humboldt Elementary School Humboldt, AZ

Resource Assistant Present



Contact this candidate