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Speaker: Mike Foley, CIMA, Morgan Stanley
Topic: LYDIA Capabilities and Best Practices
About the speaker:
Michael Foley is a financial advisor based in Purchase, New York, with 13 years of financial industry experience. Foley is an employee of Morgan Stanley. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley and Morgan Stanley Smith Barney. Foley maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Delaware and Maryland.
Michael Foley holds the Head of Program Development role within the Consulting Group and has been with Morgan Stanley since 2004. In this role, Michael focuses on developing training opportunities and works to keep CG Advisors and teams informed on the direction of the Consulting Group Prior to serving in this role, Michael held roles at Legg Mason, Chicago Mercantile Exchange, and served as a Lieutenant in the US Navy during Operation Desert Storm.