Adam Longlais Email & Phone Number
Chief Investment Officer - Nicolet Wealth Management @ Nicolet National Bank
Adam Longlais's Location
Green Bay, WI, US
Adam Longlais's Work
- Chief Investment Officer - Nicolet Wealth Management @ Nicolet National Bank
- Senior Investment Officer @ Nicolet National Bank
- Alternative Investments Director @ Associated Bank
- Investment Analyst @ Associated Bank
- Investment Analyst @ Fountainhead Partners Co Ltd
- Student @ Indiana University Bloomington
- Equity Research Summer Associate @ Timeless Investment Management & Research
- Institutional Equity Trading Assistant @ Baird
Adam Longlais's Education
- Indiana University - Kelley School of Business
Master of Business Administration (Accounting, Finance)
2005 - 2007 - University of Wisconsin-Milwaukee - Lubar School of Business
Bachelor of Business Administration (Finance)
1997 - 2001
Adam Longlais's Skills
- Financial Modeling
- Portfolio Management
- Asset Management
- Equities
- Equity Research
- Securities
- Valuation
- Investments
- Financial Analysis
- Bloomberg
Adam Longlais's Summary
Adam Longlais, based in Green Bay, WI, US, is currently a Chief Investment Officer - Nicolet Wealth Management at Nicolet National Bank, bringing experience from previous roles at Nicolet National Bank, Associated Bank and Fountainhead Partners Co LTD. Adam Longlais holds a 2005 - 2007 Master of Business Administration in Accounting, Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Financial Modeling, Portfolio Management, Asset Management, Equities, Equity Research and more, Adam Longlais contributes valuable insights to the industry. Adam Longlais has 2 emails on RocketReach.
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