Tami Grove Long
Client Relations Manager at KB&P Financial Partners
📍 Springfield, Ohio, United States
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.
Read the full overview →Experience
26 Years
Current Role
Client Relations Manager
Job Level
Middle
Location
Springfield, Ohio, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Tami cares 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.
Career
Work history
9-2006
Client Relations Manager
KB&P Financial Partners
9-2006 - 1-2011
Financial Planning Coordinator
Baker Krizner Financial Planning
1-2006 - 8-2006
Legal Secretary
Schottenstein Zox & Dunn Co., LPA
6-1999 - 11-2005
Legal Secretary
Williams & Mullen
In the press
Media appearances
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Education
Business
University of Dayton
Social presence
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