Katie Longley

About Katie Longley

I am a Partner and Wealth & Portfolio Specialist for Steward Partners in Manchester NH…

Experience

1. Partner, Vice President, and Wealth & Portfolio Specialist

   Steward Partners

   Jul 2020 — Present · Manchester, NH, US

   Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see \"Disclosures\" page on our

Education

• University of New Hampshire

  Bachelor's Degree

  2006 — 2010

• Southern New Hampshire University

  M.A. Communications

  2013 — 2015

• Kansas State University

  Graduate Certificate

  2019 — 2020

Skills

• Writing
• Datatel
• Alternative Investments
• Marketing
• Mutual Funds
• Salesforce.com
• Crm
• Public Relations
• Fundraising
• Social Media
• Mediation
• Sales Presentations
• Social Networking
• Microsoft Office
• Sales
• Sales Prospecting
• Social Media Marketing
• Communication
• Building Relationships
• Marketing Communications
• Facebook
• Social Media Communications
• Academic Advising
• Press Releases