Tami Grove Long serves as a Client Relations Manager at KB&P Financial Partners, leveraging her experience in financial planning coordination. Educated in Business at the University of Dayton, her career began in the legal field, providing a unique foundation for her current role in financial services.
Her professional journey includes a distinctive transition from serving as a Legal Secretary at prominent law firms to specializing in client-facing roles within financial planning.
Tami Grove Long
Client Relations Manager at KB&P Financial Partners
Springfield, Ohio, United States
Overview
Topics They Care About
Client Relationships
Her current role as Client Relations Manager highlights her focus on building and maintaining strong client connections in the financial sector.
Financial Planning
Based on her previous role as a Financial Planning Coordinator, indicating a foundational expertise in this area of wealth management.
Investment Services
Her firm's affiliation with LPL Financial for securities and advisory services suggests this is a key part of her professional environment.
Media Appearances
Tami has no verified media appearances
Work History
9-2006
Client Relations Manager at KB&P Financial Partners
9-2006 - 1-2011
Financial Planning Coordinator at Baker Krizner Financial Planning
1-2006 - 8-2006
Legal Secretary at Schottenstein Zox & Dunn Co., LPA
6-1999 - 11-2005
Legal Secretary at Williams & Mullen
Education
Business from University of Dayton
More Information
Social Presence :
Prographics :
Exp : 26
Location : Springfield, Ohio, United States
Job Level : Middle
Designation : Client Relations Manager at KB&P Financial Partners
