John Longley Email & Phone Number
Chief Executive Officer @ SageView Advisory Group
5 free lookup(s).
John Longley Location
- Ross, CA, US
John Longley Work
- 2023 - now Chief Executive Officer @
- 2021 - 2023 President SVB Private @
- 2019 - 2021 President Western Region @
- 2014 - 2018 CEO • Co-Founder @
- 2012 - 2014 Proprietor • Partner @
- 2009 - 2012 Managing Director • Head of Private Wealth @
- 1992 - 2009 CEO • Citi Private Bank North America (2007 - 2009) @
- 2006 - 2007 Senior Executive Vice President Divisional Director – Citi International Wealth Group @
John Longley Education
- Swarthmore College
John Longley Skills
- Leadership
- Business Intelligence
- Business Transformation
- Alternative Investments
- Asset Management
- Cost Reduction
- Entrepreneurship
- Equities
- Fixed Income
- Hedge Funds
- Investment Banking
- Private Banking
- Risk Management
- Start-ups
- Strategic Planning
- Wealth Management
- Mergers & Acquisitions
- Management
- Early-stage Startups
- Family Office
- Strategy
- Wealth
- Loans
- High Net Worth Individuals
- Sales
- Finance
- Banking
- Financial Advisory
- Mergers and Acquisitions
- Trust Services
- Change Management
- FinTech
- Early Stage Startups
- Distribution
- Start Ups
- Strategic Relationships
- Personal Finance
- Public Speaking
- Microsoft Office
- Business Strategy
- PowerPoint
John Longley Summary
- John Longley, based in Ross, CA, US, is currently a Chief Executive Officer at SageView Advisory Group. John Longley brings experience from previous roles at SVB Private, Boston Private, Dobot and Geometry Wines, LLC. John Longley holds a Swarthmore College. With a robust skill set that includes Leadership, Business Intelligence, Business Transformation, Alternative Investments, Asset Management and more. John Longley has 1 emails and 2 mobile phone numbers on RocketReach.
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Top SageView Advisory Group Employees
Luciano Costantini
Managing Director
San Carlos, CA, US
Nancy Rizzuto
Director and Partner
West Palm Beach, FL, US
Jon Chambers
Managing Director
North Bend, WA, US
Natasha Pfeiffer
Chief Legal Officer and Corporate Secretary | SageView ($240B AUA)
Newport Beach, CA, US
Edward Wagner
Managing Director
Irvine, CA, US
Jeffrey Petrone
Managing Director
West Palm Beach, FL, US
John Longley
Chief Executive Officer
Ross, CA, US
Michael Warford
Managing Director
Hoffman Estates, IL, US
Jamie McCrary
Managing Director
Newport Beach, CA, US
Garrett Stinson
Managing Director
Newport Beach, CA, US
Anthony Notermann
Chief Financial Officer
United States
Julie Toscano
Vice President Marketing
Newport Beach, CA, US
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