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Michelle Long Location
Chicago, IL, US
Michelle Long Work
Senior Wealth Planner, SVP @ (May 2024 - Present)
Senior Lead Planner @ Associated Bank - Wealth Management (December 2021 - April 2024)
Senior Financial Planner @ (August 2013 - December 2021)
Senior Financial Consultant @ (October 2005 - August 2013)
Wealth Planner @ (March 2004 - October 2005)
Financial Planner @ (June 2002 - February 2004)
Senior Associate, Private Client Services @ Arthur Andersen (January 1999 - May 2002)
Michelle Long Education
Northwestern University
B.S.
1992-1996
Michelle Long Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Equities
Estate Planning
Finance
Financial Advisory
Financial Services
Fixed Income
High Net Worth Individuals
Insurance
Investment Advisory
Investment Management
Investment Strategies
Investments
Mutual Funds
Portfolio Management
Retirement Planning
Risk Management
Securities
Series 7
Small Business
Strategic Financial Planning
Wealth
Wealth Management
Wealth Management Services
Michelle Long Summary
Michelle Long, based in Chicago, IL, US, is currently a Senior Wealth Planner, SVP at 1834, a division of Old National Bank. Michelle Long brings experience from previous roles at Associated Bank - Wealth Management, BMO Wealth Management - U.S., Northern Trust and Fifth Third Bank. Michelle Long holds a 1992 - 1996 B.S. @ Northwestern University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities and more. Michelle Long has 2 emails and 1 mobile phone numbers on RocketReach.
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