Elissa Foley Email & Phone Number
Financial Advisor and Client Relationship Manager @ Boston Harbor Wealth Advisors
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Elissa Foley Location
- Boston, MA, US
Elissa Foley Work
- Financial Advisor and Client Relationship Manager @ (September 2019 - Present)
- Financial Advisor @ (August 2018 - August 2019)
- Financial Advising Associate @ (March 2018 - May 2018)
- Financial Advising Intern @ (May 2017 - August 2017)
- Compliance Analyst Intern @ (June 2016 - August 2016)
Elissa Foley Education
- Tulane University - A.B. Freeman School of Business
Bachelors
2014-2018 - Universidad Pontificia Comillas
(Finance)
2016-2016
Elissa Foley Skills
- Series 7
- Series 66
- Financial Planning
- Project Management
- Business Development
- Relationship Building
- Collaborative Problem Solving
- Emotional Intelligence
- Analytical Reasoning
Elissa Foley Summary
- Elissa Foley, based in Boston, MA, US, is currently a Financial Advisor and Client Relationship Manager at Boston Harbor Wealth Advisors. Elissa Foley brings experience from previous roles at Merrill Lynch and John Hancock Investments. Elissa Foley holds a 2014 - 2018 Bachelors @ Tulane University - A.B. Freeman School of Business. With a robust skill set that includes Series 7, Series 66, Financial Planning, Project Management, Business Development and more. Elissa Foley has 1 emails and 1 mobile phone numbers on RocketReach.
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