Shane Foley
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Shane Foley Email & Phone Number

Executive Director- Pasadena Branch at Capstone Partners Financial and Insurance Services
Location: Los Angeles Metropolitan Area, United States, United States 5 work roles 2 schools
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Role
Executive Director- Pasadena Branch
Location
Los Angeles Metropolitan Area, United States, United States
Company size

Who is Shane Foley? Overview

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Quick answer

Shane Foley is listed as Executive Director- Pasadena Branch at Capstone Partners Financial and Insurance Services, a company with 161 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Shane Foley.

Shane Foley previously worked as Financial Services Professional at Capstone Partners Financial And Insurance Services and Senior Private Banker at Wells Fargo. Shane Foley holds Ba, Bs, Political Science, Communications, Business from University Of Southern California.

Company email context

Email format at Capstone Partners Financial and Insurance Services

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Capstone Partners Financial and Insurance Services

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Profile bio

About Shane Foley

I provide total financial needs analysis through a network of experienced professionals with expertise in:• Financial Advisory •

Current workplace

Shane Foley's current company

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Capstone Partners Financial and Insurance Services
Capstone Partners Financial And Insurance Services
Executive Director- Pasadena Branch
newport beach, california, united states
Employees
161
AeroLeads page
5 roles

Shane Foley work experience

A career timeline built from the work history available for this profile.

Executive Director- Pasadena Branch

Current

Greater Los Angeles And Orange County

  • I provide total financial needs analysis through a network of experienced professionals with expertise in:
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services
Nov 2015 - Present

Senior Private Banker

Aug 2008 - Oct 2015

President/Ceo

Access Capital
Jun 2004 - Jul 2008

Executive Vice President, Coo

Anvil Funding Corporation

Managed twenty person sales team and thirty person opearations staff. Planned and managed all of the functional activities of the company including marketing, sales, accounting, secondary, materials management, technical support, and general administration.Part of team that turned a company around from 3 years of losses to a net income of $1.3 MM in 2004.

Jul 2003 - Jun 2005
Team & coworkers

Colleagues at Capstone Partners Financial and Insurance Services

Other employees you can reach at capstonepartnersco.com. View company contacts for 161 employees →

2 education records

Shane Foley education

Ba, Bs, Political Science, Communications, Business

Activities and Societies: USC Football, Sigma Chi, John Wayne Post Graduate Scholarship recipient

FAQ

Frequently asked questions about Shane Foley

Quick answers generated from the profile data available on this page.

What company does Shane Foley work for?

Shane Foley works for Capstone Partners Financial and Insurance Services.

What is Shane Foley's role at Capstone Partners Financial and Insurance Services?

Shane Foley is listed as Executive Director- Pasadena Branch at Capstone Partners Financial and Insurance Services.

Where is Shane Foley based?

Shane Foley is based in Los Angeles Metropolitan Area, United States, United States while working with Capstone Partners Financial and Insurance Services.

What companies has Shane Foley worked for?

Shane Foley has worked for Capstone Partners Financial And Insurance Services, Wells Fargo, Access Capital, and Anvil Funding Corporation.

Who are Shane Foley's colleagues at Capstone Partners Financial and Insurance Services?

Shane Foley's colleagues at Capstone Partners Financial and Insurance Services include Julio Cruz, Rebecca Poort, Mike Martinez, Nicole Manning, and Reed Haws.

How can I contact Shane Foley?

You can use AeroLeads to view verified contact signals for Shane Foley at Capstone Partners Financial and Insurance Services, including work email, phone, and LinkedIn data when available.

What schools did Shane Foley attend?

Shane Foley holds Ba, Bs, Political Science, Communications, Business from University Of Southern California.

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