Eric Foley Email & Phone Number
SVP, Wealth Regional Director @ Citizens Securities, Inc.
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Eric Foley Location
- Boston, MA, US
Eric Foley Work
- 2026 - now SVP, Wealth Regional Director @
- 2023 - 2026 Market Director, SVP, Santander Investment Services @
- 2020 - 2023 Head of Financial Planning @
- 2014 - 2020 Wealth Management Advisor @
- 2012 - 2014 Product and Sales Specialist @ CCO Wealth Management
- 2008 - 2012 Senior Internal Wholesaler @ Sun Life Financial Distributors
- 2005 - 2008 Financial Analyst III @
- 2004 - 2005 Mutual Fund Accountant @ Investors Bank and 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
- Variable Annuities
- Series 7
- Finance
- Series 66
- Series 26
- Strategic Financial Planning
- Retirement Planning
- Relationship Management
- Life Insurance
- FINRA
- Sales Presentations
- Equity Indexed Annuities
- Structured Products
- Separately Managed Accounts
- Financial Planners
- Life
- Long-term Care
- Long Term Care
Eric Foley Summary
- Eric Foley, based in Boston, MA, US, is currently a SVP, Wealth Regional Director at Citizens Wealth Management. Eric Foley brings experience from previous roles at Santander Bank, N.A., TIAA-CREF and CCO Wealth Management. 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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