John Longman Email & Phone Number
Vice President and Wealth Management Advisor @ Kingswood U.S.
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John Longman Location
- Miami Shores, FL, US
John Longman Work
- 2026 -now Vice President and Wealth Management Advisor @
- 2013 -now Senior Financial Advisor, Senior Vice President @
- 2013 -2026 Senior Vice President and Senior Financial Advisor @
- 2001 -2013 Senior Vice President and Senior Financial Advisor @
- 1998 -2001 Vice President @
- 1994 -1998 Financial Advisor @
John Longman Education
- Florida International University
Bachelor's Degree
1988-1992
John Longman Skills
- Finance
- Portfolio Management
- Asset Allocation
- Mutual Funds
- ETFs
- Wealth Accumulation
- IRAs
- Retirement
- Financial Advisory
- Investments
- Securities
- Options
- Wealth
- Retirement Planning
- Investment Strategies
- Estate Planning
- Risk Management
- Wealth Management
- Asset Management
- Financial Planning
- Financial Analysis
- Loans
- Management
- Strategic Planning
- Financial Risk
- Cash Management
- Banking
- Fixed Annuities
- Bonds
- Insurance
- Mortgage Lending
- 401K Retirement Savings Plans
- Investment Advisory
- Financial Services
- Microsoft Office
- Microsoft Word
- Project Management
- Investment Management
- Alternative Investments
- Team Building
- Fixed Income
- Financial Modeling
- Capital Markets
- Business Development
- Strategy
- Equities
- Credit
- Customer Service
- Trading
- 401 Retirement Savings Plans
John Longman Summary
- John Longman, based in Miami Shores, FL, US, is currently a Vice President and Wealth Management Advisor at Kingswood U.S.. John Longman brings experience from previous roles at Merrill Lynch Wealth Management, Wells Fargo Advisors and BANC OF AMERICA INVESTMENT SERVICES INC. John Longman holds a 1988 - 1992 Bachelor's Degree @ Florida International University. With a robust skill set that includes Finance, Portfolio Management, Asset Allocation, Mutual Funds, ETFs and more. John Longman has 3 emails and 2 mobile phone numbers on RocketReach.
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