Timothy Foley Email & Phone Number
CEO | Founding Managing Partner @ True Legacy Wealth Inc.
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Timothy Foley Location
- United States
Timothy Foley Work
- 2026 -now CEO | Founding Managing Partner @
- 2025 -now Partner @
- 2024 -2025 Director of Strategic Growth @
- 2023 -2024 Regional Life Sales Director @
- 2012 -2023 Brokerage Relationship Account Manager @
- 2011 -2012 Financial Advisor @
- 2009 -2011 Owner @ Foley Residential Design
- 2006 -2009 Senior Project Manager, Urban Planner @
- 2005 -2006 Project Manager @
- 2002 -2005 Designer @
- 1998 -1998 Sales Representative - Internship @
Timothy Foley Education
- Iowa State University
Landscape Architecture (VEISHEA - Marketing Representative - Tournaments Liaison, Student Alumni Association, Alpha Gamma Rho Professional Fraternity)
1997-2002
Timothy Foley Skills
- Team Leadership
- Team Building
- Communication
- Management
- Business Case Preparation
- Relationship Building
- Account Management
- Analytics
- Recruiting
- Negotiation
- Key Account Development
- Sales
- Insurance
- New Business Development
- Life Insurance
- Customer Service
- Retirement Planning
- Investments
- Strategic Planning
- Underwriting
- Risk Management
- Financial Planning
- Marketing
- Finance
- Strategic Financial Planning
- Financial Analysis
- Long-term Care
- Business Development
- Estate Planning
- Performance Metrics
- Chronic Illness
- Policy Review
- CRM Databases
- Disability Insurance
- Fixed Annuities
- Indexed Annuities
- Survivor Income
- Charitable Trusts
- Irrevocable Life Insurance Trusts
- Entrepreneurship
- Key Person Insurance
- Buy-sell Agreements
- Buy-Sell
- Executive Benefit Strategies
- ESOP
- Medicaid
- Financial Modeling
- Qualified Retirement Plans
- Retirement Benefits
- Healthcare Consulting
- Roth IRA
- Traditional IRA
- Simple IRA
- Business Analysis
- Whole Life
- Variable Life
- Qualified Retirement
- Medicare
- Buy Sell
- Variable Annuities
- Buy Sell Agreements
- Entitlements
- Long Term Care
- Special Needs Trusts
- 401k Rollovers
- Strategic Financial
- Executive Benefit
- Irrevocable Life
Timothy Foley Summary
- Timothy Foley, based in United States, is currently a CEO | Founding Managing Partner at True Legacy Wealth Inc.. Timothy Foley brings experience from previous roles at FSG, LLC, Modern Life, NFP and DBS - Diversified Brokerage Services. Timothy Foley holds a 1997 - 2002 Landscape Architecture in VEISHEA - Marketing Representative - Tournaments Liaison, Student Alumni Association, Alpha Gamma Rho Professional Fraternity @ Iowa State University. With a robust skill set that includes Team Leadership, Team Building, Communication, Management, Business Case Preparation and more. Timothy Foley has 2 emails and 2 mobile phone numbers on RocketReach.
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