Allen Long Email & Phone Number
Managing Principal
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Allen Long Location
- Pittsburgh, PA, US
Allen Long Work
- 2003 -now Managing Principal @ Heritage Seubert Financial LLC
Allen Long Education
- University of San Diego
Bachelor of Business Administration (B.B.A.) (Accounting)
1982-1984 - UCLA 1980-1982
Allen Long Skills
- Retirement Planning
- Mutual Funds
- Retirement
- Employee Benefits
- Investments
- 401k
- Insurance
- Estate Planning Strategies
- Asset Allocation
- Securities
- Disability Insurance
- Pensions
- Financial Advisory
- Strategic Investment Planning
- Series 63
- Series 7
- Strategic Financial Planning
- Estate Planning
- Management
- Training
- Leadership
- Wealth Management
- Microsoft Excel
- Investment Advisory
- Teaching
- Auditing
- Variance Analysis
- Credit Analysis
- Banking
- Financial Risk
- Risk Management
- Testing
- Stress
- Credit
- Funding
- Accounting
- Executive Management
- Loans
- Financial Analysis
- Analysis
- Commercial Banking
- Budgets
- Meridian
Allen Long Summary
- Allen Long, based in Pittsburgh, PA, US, is currently a Managing Principal at Heritage Seubert Financial LLC. Allen Long holds a 1982 - 1984 Bachelor of Business Administration (B.B.A.) in Accounting @ University of San Diego. With a robust skill set that includes Retirement Planning, Mutual Funds, Retirement, Employee Benefits, Investments and more. Allen Long has 1 emails and 3 mobile phone numbers on RocketReach.
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