Kate Foley

Kate Foley Email and Phone Number

Associate Financial Representative @ Prince Financial Services
Boston, MA, US
Kate Foley's Location
Greater Boston, United States
Kate Foley's Contact Details

Kate Foley personal email

n/a
About Kate Foley

As an Associate Financial Representative at Prince Financial Services/ Northwestern Mutual, we work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. With the knowledge and expertise of a team of specialists we work to find the right solutions for personal, family, and business finances.

Kate Foley's Current Company Details
Prince Financial Services

Prince Financial Services

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Associate Financial Representative
Boston, MA, US
Website:
heritageplanningpartners.nm.com
Employees:
29
Kate Foley Work Experience Details
  • Prince Financial Services
    Associate Financial Representative
    Prince Financial Services
    Boston, Ma, Us
    View
  • Prince Financial Services
    Associate Financial Representative
    Prince Financial Services Mar 2022 - Present
    In my role as Associate Financial Representative at Prince Financial Services (dba Northwestern Mutual), I support the business operations of a team of industry leading Wealth Management Advisors by enhancing productivity and profitability through monitoring performance against desired outcomes. Our goal is to help you understand where you are now, where you’re trying to go, and organize your finances so you can see how everything works together. We review each aspect of your wealth as part of your whole plan to ensure you’re not missing opportunities or overlooking any risks. When you partner with Prince Financial Services, you can trust that we’re taking care of the details so you can stop worrying and walk through life with confidence.
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  • 16Thirty
    Controller
    16Thirty May 2016 - Present
    Manage all finance and accounting operations. I maintain QuickBooks Online, complete all billing and invoicing, create contracts and financial statements. I communicate with clients, vendors, and business owners to help coordinate projects from start to finish.
  • Northwestern Mutual
    Afr
    Northwestern Mutual Mar 2021 - Present
    In my role as AFR/Practice Manager, I managed the business operations of an industry leading Wealth Management Advisor by enhancing productivity and profitability through monitoring performance against desired outcomes.
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  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Aug 2018 - Mar 2021
    As a financial advisor with Northwestern Mutual I work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. With the knowledge and expertise of a team of specialists, as well as my own, I work to find the right solutions for personal, family, and business needs.
    View
  • Bruce Fox, Pc
    Executive Administrative Assistant
    Bruce Fox, Pc Feb 2015 - Aug 2018
    Wellesley, Ma
    Ran daily operations of the office. Manages A/R. Maintained bookkeeping for several small companies, including A/R, reconciling bank accounts and payroll returns. Assisted in preparation of tax returns for individuals, corporations and trusts.
  • Cfa Society Austin
    Administrative Assistant
    Cfa Society Austin Apr 2014 - Sep 2014
    Austin, Tx
    Part time administrator for a non-profit financial organization. Create web pages for, run registrationof, and execute events with Constant Contact. Centralize communication between board members andmembers of the organization.
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  • Let Kelly
    Office Manager
    Let Kelly May 2011 - Sep 2013
    Ran company finances. Tracked income, expenses and budget with Quickbooks and Excel. Managedcustomer service for billing and satisfaction of services. Ran payroll for company of 15-20 employees. Ran social media. Created and currently still maintain company newsletter. Helped triple company’sbusiness by creating streamlined performances with employees and paperwork.
  • The Children'S Courtyard
    Lead Teacher
    The Children'S Courtyard Sep 2010 - Jun 2011
    Austin, Tx
    Created new filing system for the school. Started as a floater in all classrooms and was promoted to lead a classroom of children age three to five with no assistant. Created and developed lesson plans. Developed behavior plans for students with behavior issues. Communicated with parents daily.
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  • Nanny
    Professional Caregiver
    Nanny Jul 2009 - Feb 2011
    Develop social, emotional, physical and cognitive skills of three children aged three months to three years. Manage and organize household. Problem solve scheduling conflicts and behavioral issues. Create communication bridge between home and school. Provide transportation, culinary skills and educational entertainment.
  • Newton Montessori School
    Toddler Assistant Teacher
    Newton Montessori School Sep 2008 - Jun 2009
    Monitored children from infants through primary age. Communicated with parents, staff and students. Oversaw daily routines and observed growth of the students. Set up classroom. Worked as a team with lead teacher and staff. Participated in lectures and continuing education presentations. Planned daily routines and special events for classroom. Conceptualized and implemented summer program. Prepared daily lessons and created schedule for summer program. Publicized camp and prepared fliers and instructional booklet.
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  • Newton Montessori School
    Infant Specialist And Late Care Assistant
    Newton Montessori School Sep 2007 - Aug 2008
    Monitored children from infants through primary age. Communicated with parents, staff and students. Oversaw daily routines and observed growth of the students. Set up classroom. Worked as a team with lead teacher and staff. Participated in lectures and continuing education presentations. Planned daily routines and special events for classroom. Conceptualized and implemented summer program. Prepared daily lessons and created schedule for summer program. Publicized camp and prepared fliers and instructional booklet.
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  • Amos A Lawrence School
    Student Teaching - Second Grade
    Amos A Lawrence School Jan 2007 - May 2007
    Instructed lessons and created lesson plans in all curriculum areas in Brookline Public School System. Tutored second language learners. Motivated and guided students. Assessed students using multiple resources such as testing, portfolios, and journals. Proofread student and cooperating teacher's work.
  • New London County 4-H Camp
    Program Director And Counselor
    New London County 4-H Camp 2003 - 2007
    Designed and implemented activities for camp of eighty to one hundred people. Mentored counselors from around the world in caring for children and leading activities such as swimming, dance and carpentry. Taught arts and crafts, lamp making and newspaper. Purchased all materials relating t¬o programs. Participated and led team-building activities to create community. Represented a wholesome family environment when at camp and out of camp.
  • Graham And Parks School
    Student Teaching - Fourth Grade
    Graham And Parks School Sep 2006 - Dec 2006
    Guided students in all areas of curriculum in Boston Public School System. Led reading groups. Modeled good behavior and reinforced behavioral changes. Enforced classroom rules. Tested students' comprehension in math and reading.

Kate Foley Skills

Curriculum Development Curriculum Design Teaching Lesson Planning Research Customer Service Community Outreach Content Management Event Management Child Development Differentiated Instruction Quickbooks Bookkeeping Billing Process Schedule Control Tutoring Early Childhood Education Elementary Education Staff Development Literacy Educational Leadership Microsoft Office

Kate Foley Education Details

Frequently Asked Questions about Kate Foley

What company does Kate Foley work for?

Kate Foley works for Prince Financial Services

What is Kate Foley's role at the current company?

Kate Foley's current role is Associate Financial Representative.

What is Kate Foley's email address?

Kate Foley's email address is kf****@****ual.com

What schools did Kate Foley attend?

Kate Foley attended Simmons University, Wheelock College.

What skills is Kate Foley known for?

Kate Foley has skills like Curriculum Development, Curriculum Design, Teaching, Lesson Planning, Research, Customer Service, Community Outreach, Content Management, Event Management, Child Development, Differentiated Instruction, Quickbooks.

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