Eric Foley Email & Phone Number
Market Director, SVP, Santander Investment Services @ Santander Bank, N.A.
Eric Foley Location
Boston, MA, US
Eric Foley Work
- 2023 - now Market Director, SVP, Santander Investment Services @ Santander Bank, N.A.
- 2020 - 2023 Head of Financial Planning @ Santander Investment Services
- 2014 - 2020 Wealth Management Advisor @ TIAA
- 2012 - 2014 Product and Sales Specialist @ CCO Wealth Management
- 2008 - 2012 Senior Internal Wholesaler @ Sun Life Financial Distributors
- 2005 - 2008 Financial Analyst III @ Fidelity Investments
- 2004 - 2005 Mutual Fund Accountant @ Investors Bank & Trust
Eric Foley Education
- Northeastern University
Bachelor of Science Degree (Business Administration; Finance)
2000 - 2004
Eric Foley Skills
- Mutual Funds
- Series 6
- 401k
- Fixed Annuities
- Financial Services
- Financial Advisory
- Series 63
- Investments
- Retirement
- Insurance
Eric Foley Summary
Eric Foley, based in Boston, MA, US, is currently a Market Director, SVP, Santander Investment Services at Santander Bank, N.A.. Eric Foley brings experience from previous roles at Santander Investment Services, TIAA-CREF, CCO Wealth Management and Sun Life Financial Distributors. Eric Foley holds a 2000 - 2004 Bachelor of Science Degree in Business Administration; Finance @ Northeastern University. With a robust skill set that includes Mutual Funds, Series 6, 401k, Fixed Annuities, Financial Services and more. Eric Foley has 2 emails and 1 mobile phone numbers on RocketReach.
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