Kate Foley Email & Phone Number

Boston, Ma, Us

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Master Of Science, Education; Advanced Content And Pedagogy

Bs, Elementary Education; Math/ Science

Activities and Societies: The Admissions Student Committee (TASC) Member: 2003-2006 Orientation Leader 2004-2005Volunteer teaching program.