Patrick Long Email
Managing Director and Financial Advisor and The Kennedy and Long Group at Truist Investment Services, Inc. @ Truist Wealth
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Patrick Long Location
- Charlotte, NC, US
Patrick Long Work
- Managing Director and Financial Advisor and The Kennedy and Long Group at Truist Investment Services, Inc. @ (February 2021 - Present)
- Senior Vice President @ (September 2018 - February 2021)
- Managing Director - Investments @ (January 2008 - September 2018)
- Senior Vice President - Investments @ UBS/Paine Webber (January 1997 - January 2008)
- Golf Professional @ (January 1995 - January 1997)
Patrick Long Education
- Winthrop University
Bachelor's Degree (Business Administration with Concentration in Finance)
1990-1994
Patrick Long Skills
- Asset Management
- Portfolio Review
- Wealth Management
- Retirement Income Strategies
- Investment Strategies
- Financial Planning
- College Education Planning
- Investments
- Retirement Planning
- Investment Management
- Alternative Investments
- Risk Management
- Portfolio Management
- Financial Advisory
- Finance
- Customer Service
- Financial Analysis
- 401k Rollovers
- College Savings Plans
- Series 7
- Golf Instruction
- Hedge Funds
Patrick Long Summary
- Patrick Long, based in Charlotte, NC, US, is currently a Managing Director and Financial Advisor and The Kennedy and Long Group at Truist Investment Services, Inc. at Truist Investment Services, Inc. / Truist Wealth. Patrick Long brings experience from previous roles at SunTrust Investment Services, Inc., Wells Fargo Advisors, UBS/Paine Webber and Bermuda Run Country Club. Patrick Long holds a 1990 - 1994 Bachelor's Degree in Business Administration with Concentration in Finance @ Winthrop University. With a robust skill set that includes Asset Management, Portfolio Review, Wealth Management, Retirement Income Strategies, Investment Strategies and more. Patrick Long has 1 emails on RocketReach.
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