Director - Wealth Management @ Patersons Securities (April 2008 - November 2019)
Institutional Client Relations @ (January 2004 - January 2008)
Corporate Superannuation Adviser @ AXIS Financial Group (April 2001 - July 2003)
Marco Longo Education
Curtin University of Technology
Bachelor of Commerce & Science (Accounting & Finance, Geology)
1996-2002
Marco Longo Skills
Sales
SMSF
Financial Services
Corporate Finance
Microsoft Word
Investment Advisory
Banking
Social Media
Strategy
Microsoft Office
Shares
Investment Strategies
Wealth Accumulation
Equities
Pensions
Asset Management
Securities
IPO
Investments
Microsoft Excel
Finance
Equity Trading
Financial Advisory
Management
Superannuation
Portfolio Management
Marco Longo Summary
Marco Longo, based in Melbourne, VIC, AU, is currently a Partner - Cumulus Wealth at Cumulus Wealth. Marco Longo brings experience from previous roles at Patersons Securities, Capital International and AXIS Financial Group. Marco Longo holds a 1996 - 2002 Bachelor of Commerce & Science in Accounting & Finance, Geology @ Curtin University of Technology. With a robust skill set that includes Sales, SMSF, Financial Services, Corporate Finance, Microsoft Word and more. Marco Longo has 1 emails and 1 mobile phone numbers on RocketReach.
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