Vice President, Territory Sales @ (April 2019 - October 2023)
External Wholesaler and Regional Advisor Consultant @ (May 2016 - April 2019)
Internal Wholesaler @ (November 2013 - May 2016)
Dealer Marketing Representative @ (July 2013 - November 2013)
Financial Representative @ (May 2012 - October 2012)
Peter Foley Education
Babson College
Bachelor's Degree (Finance, General)
2009-2013
Cheverus High School 2005-2009
Peter Foley Skills
Asset Management
Customer Service
Finance
Financial Analysis
Financial Modeling
Financial Planning
Financial Services
Insurance
Investments
Mortgage Lending
Mutual Funds
Retirement
Retirement Planning
Risk Management
Series 6
Strategic Financial Planning
Valuation
Wealth Accumulation
Wealth Management
Peter Foley Summary
Peter Foley, based in Boston, MA, US, is currently a Vice President - Regional Investment Consultant at T. Rowe Price. Peter Foley brings experience from previous roles at American Century Investments and Putnam Investments. Peter Foley holds a 2009 - 2013 Bachelor's Degree in Finance, General @ Babson College. With a robust skill set that includes Asset Management, Customer Service, Finance, Financial Analysis, Financial Modeling and more. Peter Foley has 3 emails and 1 mobile phone numbers on RocketReach.
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