Derrick A. Longo
- Role
- Wealth Advisor at Exencial Wealth Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Derrick A. Longo
Please reach out to me with any questions or if you would like to connect. You can reach…
Experience
Wealth Advisor
Nov 2020 — Present
Skills
- Microsoft Office
- Microsoft Excel
- 401(K) Retirement Savings Plans
- Teamwork
- Social Media
- Motivational Speaking
- Stock Market Analysis
- Retirement Plan Consulting
- Series 63
- Defined Contribution
- Powerpoint
- Financial Analysis
- Finance
- Investments
- Leadership
- Microsoft Word
- Management
- Public Speaking
- Event Planning
- Qualified Retirement Plans
- Social Networking
- Sales
- Portfolio Management
- General Securities Registered Representative
- Athletics
- Leadership Development
- Banking
- Customer Service
- Stock Market
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