James Long
Vice President, Advisor Consultant at Neuberger Berman
- Role
- Vice President, Advisor Consultant at Neuberger
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Vice President, Advisor Consultant
Jan 2023 — Present · Chicago, IL, US
Education
Dickinson College
B.A.
2001 — 2005
Skills
- Sales Presentations
- Powerpoint
- Microsoft Excel
- Etfs
- Mutual Funds
- Series 63
- Morningstar Direct
- Separately Managed Accounts
- Building Relationships
- Zephyr Style Advisor
- Presentations
- Series 7
- Series 66
- Salesforce.com
- Prospecting Skills
- Investments
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