S.G. Long & Company

Description

Address: 283 W Front St # 302, Missoula, MT 59802 Hours: Closed ⋅ Opens 7:30AM Tue Monday7:30AM–4:30PMTuesday7:30AM–4:30PMWednesday7:30AM–4:30PMThursday7:30AM–4:30PMFriday7:30AM–4PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (406) 721-0999: : Website: : : Category: Place name: : : Website: http://www.sglongfinancial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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S.G. Long & Company Employees

Employee
Years
Job
Industry
Jordan Cole Jordan Cole Medford, Oregon Area Details
Jordan Cole's S.G. Long & Company Experience 2014 - 2014
Job Staff Accountant at Pacific Retirement Services
Industry Financial Services
Experience
Pacific Retirement Services  October 2014 - Present
Search America  June 2014 - September 2014
S.G. Long & Company   2014 - 2014

Skills
Financial Analysis, Finance, Investments, Economics, Research, PowerPoint, Customer Service, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Team Building, Team Leadership, Time Management, Social Networking, Social Media

Education
The University of Montana - School of Business Administration   2010 — 2014
Bachelor's Degree, Finance, General, Senior

Josh Eder Josh Eder Missoula, Montana Details
Josh Eder's S.G. Long & Company Experience November 2008 - Present
Job Financial Advisor at S.G. Long & Company
Industry Financial Services
Experience
S.G. Long & Company   November 2008 - Present
McLauglin, Piven and Vogel Sucurities   September 2006 - November 2008
Creative Paint and Glass   February 1998 - August 2006

Skills
Retirement Planning, Investment Advisory, Wealth Management, Asset Management, Strategic Financial..., Investments, Asset Allocation, Investment Strategies, Wealth Management..., Investment Management, Personal Finance, Life Insurance, Asset Protection, Wealth Accumulation, IRAs, Financial Planning, Customer Service, Retirement, Personal Communication, Finance, Strategic Planning

Education
The University of Montana - School of Business Administration   2001 — 2005
Bachelor's degree, Finance and Financial Management Services

Hellgate High School   1998 — 2001

Kenneth Hopkins Kenneth Hopkins Dallas, Texas Details
Kenneth Hopkins's S.G. Long & Company Experience May 2013 - March 2015
Job 360 Wealth Management LPL Branch Manager
Industry Investment Management
Experience
360 Wealth Management- Securities offered through LPL Financial   March 2015 - Present
S.G. Long & Company   May 2013 - March 2015
Waddell & Reed  September 2005 - May 2013
The Householder Group  July 2003 - September 2005
Fleet Boston Financial/Quick & Reilly   December 2001 - July 2003

Skills
Retirement Planning, Financial Advisory, Investments, Management, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Leadership, Finance, Retirement, Series 63, Financial Planners, Asset Allocation, Insurance, Financial Services, Bonds, Investment Advisory, Strategic Financial..., Investment Strategies, Securities, Uniform Combined State..., Series 65, Equities, Risk Management, Financial Planning,..., Estate Planning, Fixed Annuities, Asset Management, IRAs, Alternative Investments, FINRA, Wealth Management..., Series 24, 401k, Investment Management, Life Insurance, Wealth, Long-term Care, Pensions, High Net Worth..., Fixed Income, Disability Insurance, Term Life Insurance, Relationship Management, Recruiting, ETFs, Wealth Accumulation, 401k Rollovers, Financial Planning

Education
Donald T. Regan School of Advanced Financial Management   1984 — 1986
Certified Financial Manager, Financial Management

Dallas Baptist University
Business Administration and Management, General

Kyle Marshall Kyle Marshall Missoula, Montana Details
Kyle Marshall's S.G. Long & Company Experience April 2013 - July 2013
Job Commercial Development Associate at Clearas Water Recovery, Inc.
Industry Venture Capital & Private Equity
Experience
Clearas Water Recovery   March 2015 - Present
Loenbro, Inc.   May 2014 - May 2015
Spectrum Aquatics   July 2013 - May 2014
Coeur Mining  May 2012 - October 2013
S.G. Long & Company   April 2013 - July 2013
Computer Science Department at the University of Montana   September 2009 - September 2012

Skills
Corporate Strategy..., Financial Planning &..., Marketing Analysis &..., Market Economics..., Microsoft Excel, Accounting, Brand Management, Risk Assessment, Risk Management, Research, Business Development..., Budgets, Team Leadership, Internal Controls, Corporate Sustainability, Internal Audit, Public Speaking, Microsoft Word, Communication, Microsoft Office, Writing, Organizational..., Formal Presentations, Sustainability Reporting, Monte Carlo Simulation, Energy Audits, Business Development, Management, Strategic Planning, Analysis

Education
The University of Montana - School of Business Administration   2013 — 2014
Master of Business Administration (M.B.A.), Business Administration & Finance

The University of Montana - School of Business Administration   2009 — 2013
Bachelor's degree, Accounting

Colton Carter Colton Carter Missoula, Montana Details
Colton Carter's S.G. Long & Company Experience January 2014 - October 2014
Job Financial Services Intern at Montana Community Development Corporation
Industry Financial Services
Experience
Leerink Partners LLC  June 2015 - Present
Montana Community Development Corporation  October 2014 - May 2015
S.G. Long & Company   January 2014 - October 2014

Skills
Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Research, Teamwork, Financial Analysis, Marketing, Time Management

Education
The University of Montana   2012 — 2016
Bachelor of Science (BS), Finance, General

Mike Keffler Mike Keffler Missoula, Montana Area Details
Mike Keffler's S.G. Long & Company Experience May 2004 - August 2008
Job Principal/CFO
Industry Hospital & Health Care
Experience
Keystone Medical Technologies   January 2008 - Present
S.G. Long & Company   May 2004 - August 2008

Skills
HL7, Risk Management, Healthcare Information..., PMP, Microsoft Excel, New Business Development, Medical Devices, Medical Imaging, Start-ups, Healthcare, Cardiology, Radiology, Customer Service, Consulting, Disaster Recovery, Managerial Finance, Google Analytics, HIPAA, Social Networking, Vendor Management, Integration, Digital Imaging, Management, Leadership, EHR, Project Management, Hardware Diagnostics, Informatics, MRI, EMR, PACS, DICOM, RIS

Education
The University of Montana   1983 — 1985
Science

John Carroll University   1979 — 1983
BSBA, Economics

Stacie Nyberg Stacie Nyberg Missoula, Montana Area Details
Stacie Nyberg's S.G. Long & Company Experience November 2014 - Present
Job Executive Assistant/Client Services Representative at S.G. Long & Company
Industry Retail
Experience
S.G. Long & Company   November 2014 - Present
White House Black Market  July 2013 - October 2014
Northwestern Mutual  July 2006 - July 2013
Waddell & Reed  September 2004 - June 2006
Gap and Gap Kids   September 2000 - August 2005

Skills
Insurance, Long Term Care, Series 6, Investments, Customer Service, Long-term Care, Sales, Marketing, Retail, Marketing Strategy, Merchandising, Customer Retention, Social Media Marketing, Fashion, Direct Sales, Social Media, Time Management, Business Development, Disability Insurance

Education
The University of Montana - School of Business Administration   1993 — 2001
BA, Business

Mallory Quay Mallory Quay Greater Denver Area Details
Mallory Quay's S.G. Long & Company Experience September 2010 - September 2011
Job Marketing Director at Nwestco (Northwest Fuel Systems)
Industry Oil & Energy
Experience
Nwestco LLC (Northwest Fuel Systems)   January 2014 - Present
Arrow Electronics  January 2013 - January 2014
Finn & Porter   September 2008 - August 2012
S.G. Long & Company   September 2010 - September 2011
Montana World Trade Center  March 2010 - September 2010
Geiszler & Friones, PC   July 2009 - April 2010

Skills
Project Management, Social Media, PowerPoint, Market Research, Policy Analysis, Research, Microsoft Excel, Economics, Microsoft Office, International..., International Relations, Microsoft Word, Political Campaigns, Grassroots Organizing, Microfinance, Marketing, Illustrator, Photoshop

Education
The University of Montana - School of Business Administration   2007 — 2010
B.S. Business Administration; B.A. Spanish Language & Literature, International Business, Management, Spanish-Muslim Literature

Universidad Pablo de Olavide   2006 — 2007
Bachelor's degree, Gobal Economics and Spanish Language and Literature

J. Michael Kimbrell J. Michael Kimbrell Birmingham, Alabama Area Details
J. Michael Kimbrell's S.G. Long & Company Experience January 2013 - January 2014
Job EVP, Director of Branch Development at Jeffrey Matthews Financial
Industry Financial Services
Experience
Jeffrey Matthews Financial   February 2015 - Present
White, Weld & Co.   March 2014 - July 2014
Liberty Group LLC  January 2014 - March 2014
S.G. Long & Company   January 2013 - January 2014
Sensus Financial in conjunction with Fund Architects, Compedge & Foresight Financial Group   April 2011 - December 2012
First MidAmerica   February 2005 - May 2007
Quick and Reilly  December 2000 - November 2004
Morgan Stanley  January 1998 - February 2000

Skills
Wealth Management, Retirement Planning, Mutual Funds, Series 7, Investments, Series 63, Fixed Annuities, Retirement, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Managment, Series 24, 401k, Asset Management, Financial Advisory, Investment Strategies, Series 65, Uniform Combined State..., Wealth Management...

Education
University of Alabama   1987 — 1994
BS, Personal and Family Financial Planning

Jon Marchi Jon Marchi New York, New York Details
Jon Marchi's S.G. Long & Company Experience May 2011 - June 2012
Job Market Risk Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  February 2014 - Present
PwC  July 2012 - February 2014
S.G. Long & Company   May 2011 - June 2012
US Army  December 2003 - July 2008

Skills
Internal Controls, Analysis, Banking, Financial Reporting, Financial Analysis, Financial Accounting, Financial Markets, Statistical Modeling, Budget Process, Excel models, Visual Basic, Financial Modeling, Financial Risk, Finance, Sarbanes-Oxley, Accounting

Education
The University of Montana   2009 — 2012
Bachelor of Science (B.S.), Accounting and Finance, Magna Cum Laude

The University of Montana   2009 — 2012
Economics