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Patrick Long Location
Birmingham, AL, US
Patrick Long Work
2023 -now Managing Partner @
2016 -2024 Financial Advisor @
2005 -2016 Partner @
1998 -2005 VP - Personal Investment Officer @ SouthTrust Securities, Inc.
Patrick Long Education
University of Alabama at Birmingham
B.S. Business (Financial Management, Investments & Institutions)
1990-1995
Patrick Long Skills
Investments
Retirement Planning
Strategic Financial Planning
Portfolio Management
Insurance
Banking
Asset Management
Securities
Financial Services
Small Business
Wealth Management Services
Series 7
Mutual Funds
Fixed Annuities
Investment Advisory
Estate Planning
Management
Series 63
Finance
Financial Advisory
Wealth Management
Wealth
Retirement
Asset Allocation
Investment Strategies
Life Insurance
Investment Management
PowerPoint
Business Strategy
Leadership
Microsoft Word
Strategic Planning
Sales
Patrick Long Summary
Patrick Long, based in Birmingham, AL, US, is currently a Managing Partner at Longbow Capital Partners. Patrick Long brings experience from previous roles at Raymond James Financial Services, Inc., Wealth Strategies, LLC and SouthTrust Securities, Inc.. Patrick Long holds a 1990 - 1995 B.S. Business in Financial Management, Investments & Institutions @ University of Alabama at Birmingham. With a robust skill set that includes Investments, Retirement Planning, Strategic Financial Planning, Portfolio Management, Insurance and more. Patrick Long has 1 emails and 1 mobile phone numbers on RocketReach.
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