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JL

James Long

Vice President, Advisor Consultant @Neuberger

Chicago, IL, US

EMAILS

j••••••••@nb.com

MOBILE NUMBERS

+15•••••••91

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WORK HISTORY

Jan 2023 — Present

Vice President, Advisor Consultant @Neuberger

Chicago, IL, US

EDUCATION

2001 — 2005

Dickinson College

B.A.

SKILLS

Sales PresentationsPowerpointMicrosoft ExcelEtfsMutual FundsSeries 63Morningstar DirectSeparately Managed AccountsBuilding RelationshipsZephyr Style AdvisorPresentationsSeries 7Series 66Salesforce.comProspecting SkillsInvestments

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ABOUT JAMES LONG

Vice President, Advisor Consultant at Neuberger Berman

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