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
- 2021 -now Managing Director and Financial Advisor and The Kennedy and Long Group at Truist Investment Services, Inc. @
- 2018 -2021 Senior Vice President @
- 2008 -2018 Managing Director - Investments @
- 1997 -2008 Senior Vice President - Investments @ UBS/Paine Webber
- 1995 -1997 Golf Professional @
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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