Patt Long Email & Phone Number
Client Service Manager @ Northern Capital Securities Corporation
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Patt Long Location
- Chicago, IL, US
Patt Long Work
- Client Service Manager @ (February 2019 - Present)
- Client Service Specialist @ (April 2017 - February 2019)
- Relationship Manager @ Performance Trust Analytics Group (June 2013 - March 2017)
- Business Development @ (November 2011 - June 2013)
- VP, Client Services @ (September 2007 - November 2011)
- Inside Wholesaler @ (February 2003 - September 2007)
Patt Long Education
- MBI
(Communications)
Patt Long Skills
- Series 7
- Mutual Funds
- Fixed Income
- Separately Managed Accounts
- Alternative Investments
- Asset Management
- New Business Development
- Investments
- Portfolio Management
- Building Relationships
- Business Development
- Securities
- Wealth Management
- Equities
- Series 63
- Management
- CRM
- Hedge Funds
- Asset Allocation
- PowerPoint
Patt Long Summary
- Patt Long, based in Chicago, IL, US, is currently a Client Service Manager at Northern Capital Securities Corporation. Patt Long brings experience from previous roles at Streamline Financial Services, Performance Trust Analytics Group and Performance Trust Investment Advisors, LLC (PTIA). Patt Long holds a MBI. With a robust skill set that includes Series 7, Mutual Funds, Fixed Income, Separately Managed Accounts, Alternative Investments and more. Patt Long has 2 mobile phone numbers on RocketReach.
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Others Named Patt Long
Patt Long
Client Service Manager
Chicago, IL, US
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