Adam Longlais Email & Phone Number
Chief Investment Officer - Nicolet National Bank @ Nicolet National Bank
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Adam Longlais Location
- Green Bay, WI, US
Adam Longlais Work
- Chief Investment Officer - Nicolet National Bank @ (January 2025 - Present)
- Chief Investment Officer - Nicolet Wealth Management @ (January 2022 - Present)
- Senior Investment Officer @ (March 2019 - January 2022)
- Alternative Investments Director @ (June 2015 - March 2019)
- Investment Analyst @ (July 2009 - March 2019)
- Investment Analyst @ Fountainhead Partners, LP (May 2007 - March 2009)
- Student @ (January 2005 - January 2007)
- Equity Research Summer Associate @ Timeless Investment Management & Research (June 2006 - August 2006)
- Institutional Equity Trading Assistant @ (May 2000 - July 2005)
Adam Longlais Education
- Indiana University - Kelley School of Business
MBA (Finance and Accounting)
2005-2007 - Lubar College of Business
BBA (Finance)
1997-2001
Adam Longlais Skills
- Accounting
- Analysis
- Asset Management
- Bloomberg
- Due Diligence
- Equities
- Equity Research
- Excel
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Investment Strategies
- Investments
- Portfolio Management
- Securities
- Valuation
Adam Longlais Summary
- Adam Longlais, based in Green Bay, WI, US, is currently a Chief Investment Officer - Nicolet National Bank at Nicolet National Bank. Adam Longlais brings experience from previous roles at Nicolet National Bank and Associated Bank. Adam Longlais holds a 2005 - 2007 MBA in Finance and Accounting @ Indiana University - Kelley School of Business. With a robust skill set that includes Accounting, Analysis, Asset Management, Bloomberg, Due Diligence and more. Adam Longlais has 2 emails and 1 mobile phone numbers on RocketReach.
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Adam Longlais
Chief Investment Officer - Nicolet National Bank
Green Bay, WI, US
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