PMI Monthly Webinar March 17, 2020 Mike Foley
Tell a Friend About This EventTell a Friend
 

PMI holds monthly calls on topics of interest for PMI members.

3/17/2020
When: Tuesday
12:30 PM until 1:30 PM (Eastern)
Where: Conference Call
United States
Presenter: Mike Foley
Contact: PMI Staff


Online registration is closed.
« Go to Upcoming Event List  

Meeting link and dial numbers will be sent to you via email once you have registered.

This calls will not be recorded  and will not be available for replay to PMI Members.

Recommendations and Requests for future monthly speakers can be sent to admin@pminstitute.org

 The recording is not eligible for CEU's.


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.