Walter J. Foley
- Role
- Financial Services Advisor at Blue Line Financial, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Walter J. Foley
Experienced Financial Services Representative with a demonstrated history of working in…
Experience
Financial Services Advisor
Sep 2022 — Present
Skills
- Asset Management
- Estate Planning
- Grandchild Gifting
- Credit Risk
- Commercial Banking
- Relationship Management
- Mortgage Banking
- Banking
- Supplements to Employee Benefits
- Credit
- Strategic Financial Planning
- Wealth Preservation Planning
- Whole Life Insurance
- Business Insurance Planning
- Asset Protection
- Deposits
- Internet Banking
- Personal Finance
- Finance
- Business Relationship Management
- Residential Mortgages
- Small Business
- Workshop Facilitation
- Loan Origination
- Sales Management
- Permanent Life Insurance
- Retail Banking
- Management
- Business Analysis
- Underwriting
- Wealth Transfer Strategies
- Branch Banking
- Commercial Mortgages
- Lines of Credit
- Commercial Lending
- New Business Development
- Loans
- Portfolio Management
- Account Management
- Strategy
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