John Foley is an experienced professional in the financial services and marketing sectors, currently serving as an Advisor at Finsie since January 2021 and co-founding Folio Books in November 2013, where a bookstore was established in San Francisco's Noe Valley. Foley has held leadership roles such as VP at SoFi, where the development and management of the SoFi Wealth investment advisory service occurred, and as President at Venovate Advisors. Previous roles include Strategic Advisor at GoodApril, Director of Forex and Investment Advisory at Zecco Forex, and Director of Marketing at WrapManager. With a strong foundation in product development and marketing from various firms, including Charles Schwab & Co. where a transition from discount brokerage to investment advice leadership took place, Foley's educational background includes an MBA from San Francisco State University and a Bachelor of Arts from the University of Scranton.
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