Jeff Straley Email & Phone Number

Salt Lake City, UT, US

SLC, Utah

Salt Lake City Metropolitan Area

• TRANSITION SERVICES SPECIALIST/STOCKBROKER (CLIENT-SERVICE ROLES); INVESTMENT SOLUTIONS CASE MANAGER (SALES) Excelled in service, trading, and investment guidance. Personal success at saving and investing empowered me.
• Educated countless Investors on how to take control of their finances, either through a self-directed investment plan, or by enrolling them in a customized actively-managed plan
• As a Series 7- & 63-credentialed stockbroker, executed securities trades for time-sensitive clients
• As a Series 66-credentialed broker, skilled at guiding investors' decisions
• Enjoyed helping train new call-center stockbrokers on filling clients’ orders, requests in real-time
• Trained at solving client disputes

Salt Lake City Metropolitan Area

• DISTRICT LEADERThrough a consultative approach, educated clients and prospects on the need for life insurance and other products as part of an overall plan, offering individuals and families financial security and.
• Recruited, trained, built team of investment professionals, through part-time role at Primerica
• Led by example, finding prospects and generating sales

Salt Lake City Metropolitan Area

• WRITER/PUBLIC RELATIONS CO-DIRECTORSpearheaded Public Relations campaigns while overseeing the writing, editing and production of movie synopses for DVD sleeves, as well as a range of ancillary products.
• Executed public relations for theatrical releases and other special events, through ticket giveaways, charity events and by cultivating relations with news outlets
• Generated stories for and oversaw production of company newsletter

Salt Lake City Metropolitan Area

As a teacher’s aide at a school for students with multiple, severe handicaps, was excited to help the teacher meet students’ needs, with an emphasis on physical safety. This grew empathy for and ability to relate to handicapped individuals while working closely with the teaching team to problem-solve.

Salt Lake City Metropolitan Area

Journalist, copy editor and headline writer who edited, fact-checked and wrote headlines and captions for all types of news stories and opinion pieces. Also uncovered and wrote breaking-news, and feature stories. Laid out and designed news pages, and acted as liaison between Newsroom journalists, printers of the physical newspaper, and producers of the.