John Foley

John Foley is currently an advisor at Finsie, but they have plenty of experience in the financial industry. John was the VP at SoFi from April 2015 to March 2018, during which time they developed and managed SoFi Wealth, an investment advisory service. Prior to that, they were the President of Venovate Advisors from November 2013 to March 2015. John also spent time as the Director of Forex and Investment Advisory at Zecco Forex from January 2012 to December 2012. In addition, they have worked as a strategic advisor for GoodApril and as a consultant for Financial Technology Marketing Consultant. John has also served as the Director of Marketing for WrapManager and as the Vice President of Marketing for Finaplex. Finally, they were the Managing Director of Technical Product Development for Charles Schwab & Co. from January 1999 to February 2005.

John Foley has an MBA from San Francisco State University and a Bachelor of Arts from the University of Scranton. John also has certification from the Financial Industry Regulatory Authority (FINRA) in FINRA Series 7, 63, 65, and 24.