![Alexis Cathryn Long](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Alexis Cathryn Long
Gestore di Portafoglio-Azioni presso Willis Johnson & Associates, Inc.
Profilo
Ms. Alexis C.
Long is a Director of Wealth Management at Willis Johnson & Associates, Inc. She joined Willis Johnson & Associates in 2014 as a Paraplanner and quickly transitioned to the Associate Wealth Manager role the same year.
She began leading client relationships as a Wealth Manager in 2017.
As Director of Wealth Management, she spearheads the development, organization, and strategy for her department and the firm.
Before joining Willis Johnson & Associates, Ms. long started in the financial planning and advising industry, working at another wealth management firm in an operations role.
She learned the basics of financial planning from the ground up and quickly expanded her knowledge.
She received her undergraduate degree from Texas Tech University and an MBA from the University of St. Thomas (Texas).
Posizioni attive di Alexis Cathryn Long
Società | Posizione | Inizio |
---|---|---|
Willis Johnson & Associates, Inc.
![]() Willis Johnson & Associates, Inc. Investment ManagersFinance Willis Johnson & Associates, Inc. (WJA) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Willis A. Johnson in 1996. WJA helps corporate professionals and executives with their comprehensive financial planning and investment management needs. | Gestore di Portafoglio-Azioni | 01/06/2014 |
Formazione di Alexis Cathryn Long
Texas Tech University | Undergraduate Degree |
University of St. Thomas (Texas) | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
Willis Johnson & Associates, Inc.
![]() Willis Johnson & Associates, Inc. Investment ManagersFinance Willis Johnson & Associates, Inc. (WJA) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Willis A. Johnson in 1996. WJA helps corporate professionals and executives with their comprehensive financial planning and investment management needs. | Finance |
- Borsa valori
- Insiders
- Alexis Cathryn Long