vinnie long
client relations specialist
About
Vinnie is committed to enhancing our clients’ wealth management experience. In addition to providing client support he also takes a role in advisory support and manages many of the firm’s technical needs, including maintaining and improving our systems and processes. Vinnie joined Integrated Wealth in 2016. Securities offered through Gĕneos Wealth Management, Inc., member FINRA / SIPC. Advisory services offered through Integrated Wealth Advisory Services, Inc.
united states
leawood
financial services
direct sales, logistics, solution selling, cooking, sales process, customer satisfaction, document imaging, inventory management, troubleshooting, field technicians, team leadership, account management, cold calling, spanish
Experience
repair technician
unisource document products
recieve calls, manage a daily schedule based on need and geography, work with customers, trouble shoot, repair machines, order parts, forecast future issues, log activity
client relations specialist
integrated wealth advisory services, inc.
account manager
unisource document products
Find new accounts, manage current accounts, formulate deals
Education
university of missouri - kansas city
university of missouri - kansas city
political science and government
vinnie long's Contact Information
Phone
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