Stuart Long Email & Phone Number
Vice President, Portfolio Research and Management @ Mariner Wealth Advisors
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Stuart Long Location
- Boston, MA, US
Stuart Long Work
- 2010 -now Vice President, Portfolio Research and Management @
- 2008 -2009 Branch Analyst @
- 2007 -2008 Financial Advisor @
- 2005 -2007 Registered Client Service Associate @
- 2004 -2005 Branch Service Associate @
Stuart Long Education
- University of Maryland, College of Behavioral and Social Sciences, College
Bachelor of Arts
2001-2004 - University of Delaware 2000-2001
- CFA Institute
Charterholder
Stuart Long Skills
- Mutual Funds
- Wealth Management
- Securities
- Portfolio Management
- Market Analysis
- Asset Allocation
- Due Diligence
- Customer Service
- Separately Managed Accounts
- Series 7
- Retirement Planning
- Series 66
- Leadership
- Microsoft Word
- Healthcare
- Finance
- Nursing
- Financial Analysis
- BLS
Stuart Long Summary
- Stuart Long, based in Boston, MA, US, is currently a Vice President, Portfolio Research and Management at Mariner. Stuart Long brings experience from previous roles at UBS Wealth Management. Stuart Long holds a 2001 - 2004 Bachelor of Arts @ University of Maryland, College of Behavioral and Social Sciences, College. With a robust skill set that includes Mutual Funds, Wealth Management, Securities, Portfolio Management, Market Analysis and more. Stuart Long has 3 emails and 3 mobile phone numbers on RocketReach.
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