John Foley
About John Foley
John Foley is a Policyholder Services Specialist at Mutual of Omaha, where he has worked since 2021. He has a background in finance and legal services, with previous roles at TD Ameritrade and Solvay, and holds multiple securities licenses.
Work at Mutual of Omaha
John Foley currently serves as a Policyholder Services Specialist at Mutual of Omaha, a position he has held since 2021. In this role, he is responsible for assisting policyholders with their inquiries and ensuring a high level of customer service. His experience in the financial services sector contributes to his effectiveness in addressing client needs.
Previous Experience at TD Ameritrade
John Foley has extensive experience at TD Ameritrade, where he held multiple roles from 2015 to 2020. He worked as a Financial Representative, Amerivest Support Specialist, and Resource Desk Specialist. His responsibilities included resolving client issues, supporting frontline associates, and enhancing organizational agility by addressing recurring problems.
Internship at Solvay
In 2013, John Foley completed a legal internship at Solvay in Cranbury, NJ, for three months. This experience provided him with exposure to legal processes and enhanced his understanding of corporate operations.
Education and Expertise
John Foley earned a Bachelor of Arts in Political Science from Seton Hall University, where he studied from 2010 to 2014. He also completed his high school education at Notre Dame High School, graduating in 2010. His educational background supports his expertise in public relations and client interactions.
Licenses and Certifications
John Foley has been a licensed broker since 2015 and holds Series 7, 63, and 66 licenses. These certifications indicate his comprehensive knowledge and expertise in the securities industry, allowing him to provide informed guidance to clients.