Kathleen Marie Longo

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Ms. Kathleen M.
Longo is Senior Principal at Accredited Investors, Inc. Prior to joining the firm in 2001, Ms. Longo was employed as an Advisor by Purdue University, Formerly served on the Board of the National Financial Planning Association, Formerly served as President of the Minnesota Financial Planning Association.
In addition to that, she serves on the Executive Board of Directors for Common Hope, serves on the Development and Capital Campaign Committees for the YWCA of Minneapolis.
Ms. Longo received her undergraduate degree from Purdue University.

Precedenti posizioni note di Kathleen Marie Longo

Società	Posizione	Fine
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses.	Gestore di Portafoglio-Azioni	01/04/2014
Purdue University	Corporate Officer/Principal	-

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Formazione di Kathleen Marie Longo

Purdue University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	1
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses.	Finance