S.G. Long & Company
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
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
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
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
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
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
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
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
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
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
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