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
- 2019 -now Client Service Manager @
- 2017 -2019 Client Service Specialist @
- 2013 -2017 Relationship Manager @ Performance Trust Analytics Group
- 2011 -2013 Business Development @
- 2007 -2011 VP, Client Services @
- 2003 -2007 Inside Wholesaler @
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
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