Anne Long Email & Phone Number
President, Individual Insurance Solutions @ CBIZ
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Anne Long Location
- Northfield, NJ, US
Anne Long Work
- 2021 -now President, Individual Insurance Solutions @
- 2019 -2021 Senior Vice President Business Development @
- 2015 -2019 President @ Long Consulting Group
- 2012 -2015 CEO, NFP Insurance Services, Inc. @
- 2012 -2012 Executive in Residence, Individual Client Group @
- 2007 -2010 President, CBIZ Wealth Management @
- 2004 -2010 President @
- 1998 -2004 Executive Vice President @
- 1996 -1998 AVP, Central Agency @
- 1981 -1996 Service and Operations Manager @
Anne Long Education
- The American College of Financial Services
CLU®
2022-2022 - The American College of Financial Services
RICP (Retirement Income Planning)
2019-2020 - Temple University
MPA (Public Administration)
1987-1989 - Temple University
BA (Political Science)
1977-1981 - The American College of Financial Services
- Kolbe Certified Consultant
Anne Long Skills
- Leadership
- Public Speaking
- Professional Mentoring
- Strategic Communications
- Insurance
- Risk Management
- Life Insurance
- Long-term Care
- Retirement Planning
- Executive Management
- Health Insurance
- Management
- Mutual Funds
- Strategic Planning
- Marketing
- Retirement
- Business Planning
- Strategy
- Financial Planning
- Management Consulting
- Mergers & Acquisitions
- Business Strategy
- Financial Services
- Team Building
- Marketing Strategy
- 401k
- Mergers
- Customer Service
- Employee Benefits
- Term Life Insurance
- Sales
- Fixed Annuities
- Salesforce.com
- Underwriting
- Estate Planning
- Series 63
- Business Development
- Investments
- Disability Insurance
- Asset Managment
- CRM
- Training
- Securities
- Long Term Care
- Mergers and Acquisitions
Anne Long Summary
- Anne Long, based in Northfield, NJ, US, is currently a President, Individual Insurance Solutions at CBIZ. Anne Long brings experience from previous roles at LightHouse Life Solutions, Long Consulting Group and NFP. Anne Long holds a 2022 - 2022 CLU® @ The American College of Financial Services. With a robust skill set that includes Leadership, Public Speaking, Professional Mentoring, Strategic Communications, Insurance and more. Anne Long has 2 emails and 1 mobile phone numbers on RocketReach.
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