Service and Sales Coaching @ (January 2010 - October 2012)
Investor Services Team Manager @ (June 2006 - January 2010)
Investment Consultant @ (June 2004 - June 2006)
Josh Long Education
University of Nebraska-Lincoln
Bachelor of Applied Science (BASc) (Finance, General)
1997-2001
Josh Long Skills
Account Management
Alternative Investments
Asset Allocation
Asset Management
Budgeting
Business Development
Coaching
Customer Relationship Management (CRM)
Customer Service
Equities
FINRA
Financial Advisory
Financial Planning
Financial Services
Fixed Annuities
IRAs
Investment Management
Investment Strategies
Investments
Leadership
Management
Marketing
Microsoft Office
Mutual Funds
Operations
Performance Management
Portfolio Management
Project Management
Relationship Management
Retirement Planning
Risk Management
Sales
Sales Coaching
Sales Leadership
Sales Management
Securities
Series 4
Series 6
Series 63
Series 66
Series 7
Strategic Financial Planning
Trading
Uniform Combined State Law
Vendor Management
Wealth Management Services
Wealth Management
Series 24
Investment Advisory
Retirement
401k
Options
High Net Worth Individuals
Fixed Income
Budgets
Bonds
Services
Josh Long Summary
Josh Long, based in Tampa, FL, US, is currently a Regional Director- Business Development at Precoa. Josh Long brings experience from previous roles at Salt Luxury Charters, Ebanks Watersports and TD Ameritrade. Josh Long holds a 1997 - 2001 Bachelor of Applied Science (BASc) in Finance, General @ University of Nebraska-Lincoln. With a robust skill set that includes Account Management, Alternative Investments, Asset Allocation, Asset Management, Budgeting and more. Josh Long has 2 emails and 2 mobile phone numbers on RocketReach.
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