Patrick Foley Email & Phone Number
President and CEO
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Patrick Foley Location
- Phoenix, AZ, US
Patrick Foley Work
- President and CEO @ PMF Advisory Services (February 2018 - Present)
- Chief Operating Officer @ (September 2019 - December 2023)
- President Individual Insurance and Retirement Services @ (February 2017 - February 2018)
- President Individual Life Insurance and Financial Services @ (October 2013 - February 2017)
- President Distribution and Marketing, US Life Companies @ (February 2011 - October 2013)
- President and CEO @ PMF Advisory Services (February 2008 - February 2011)
- President and CEO , Owner @ Smartbox of Minnesota (March 2007 - October 2010)
- Chief Marketing Officer @ Allianz Life of North America (August 2005 - October 2006)
- President and CEO Individual Insurance Group @ Allianz Life of North America (June 2002 - August 2005)
- President and CEO- Allianz Marketing Inc. @ Allianz Life of North America (May 2000 - June 2002)
- Senior Vice President- Allianz Marketing Inc. @ Allianz Life of North America (October 1999 - May 2000)
- Departmental Vice President @ (July 1997 - June 1999)
- Regional Vice President @ (June 1994 - July 1997)
- Managing Director @ (January 1986 - June 1994)
Patrick Foley Education
- The University of Iowa Tippie College of Business
BBA (Finance/Insurance)
1977-1981
Patrick Foley Skills
- Fixed Annuities
- Insurance
- Strategy
- Life Insurance
- Retirement
- Leadership
- Financial Services
- Long-term Care
- Retirement Planning
- Employee Benefits
- Long Term Care Insurance
- Investments
- Strategic Planning
- Management
- Term Life Insurance
- 401k
- Health Insurance
- IRAs
- Sales
- Disability Insurance
- Strategic Financial Planning
- Entrepreneurship
- Marketing
- Executive Management
- Financial Planners
- Wealth Management
- Variable Annuities
- Risk Management
- Estate Planning
- Product Development
- Talent Management
- Operations Management
- Integrated Marketing
- Underwriting
- Small Business
- Negotiation
- Enterprise Software
- Portfolio Management
- Critical Illness
- Wealth
- P&L Management
- Financial Planning
- 401(k) Retirement Savings Plans
- Securities
- Services
- Mutual Funds
- Series 6
- Series 7
- Advisory
- Series 24
- Advisory Services
- Financial Advisory
- Series 63
- Investment Advisory
- Long Term Care
- 401k Retirement Savings Plans
- Marketing Strategy
- FINRA
- 401 Retirement Savings Plans
Patrick Foley Summary
- Patrick Foley, based in Phoenix, AZ, US, is currently a President and CEO at PMF Advisory Services. Patrick Foley brings experience from previous roles at Ashton Thomas Private Wealth, OneAmerica and Genworth Financial. Patrick Foley holds a 1977 - 1981 BBA in Finance/Insurance @ The University of Iowa Tippie College of Business. With a robust skill set that includes Fixed Annuities, Insurance, Strategy, Life Insurance, Retirement and more. Patrick Foley has 2 emails and 1 mobile phone numbers on RocketReach.
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