John Longley Email & Phone Number
Chief Executive Officer @ SageView Advisory Group
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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 4 mobile phone numbers on RocketReach.
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John Longley
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Jamie McCrary
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