Kelly Longo
Vice President, Wealth Advisory Group
- Role
- Vice President at TCW
- Location
- Groton, MA, US
- LinkedIn followers
- 500 followers
About Kelly Longo
I am responsible for working with financial advisors at wire-house firms, independent broker dealers, RIAs and banking institutions. I focus on adding value to advisors\' practices by offering timely economic and investment related updates, sharing innovative ways to find new clients, and discussing strategies to be more productive through the use of technology and social media.My goal is to build consultative partnerships with financial advisors and their teams by offering detailed insight into financial industry trends, capital markets views, and investment strategies.
Experience
Vice President
Mar 2024 — Present
Education
University of New Hampshire
Bachelor of Science - BS, Environmental Resource Economics
2013 — 2015
Skills
- Leadership
- Professional Responsibility
- Highly Dedicated
- Persistence
- Team Leadership
- Communication Skills
- Learning Quickly
- Adaptability
- Reliable
- Motivation
- Public Speaking
- Creative Strategy
- Business Economics
- Environmental Studies
- Microsoft Office
- Communication
- Customer Service
- Event Planning
- Powerpoint
- Microsoft Word
- Microsoft Excel
- Data Analysis
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