Author Archives for Bill Longstreet

AboutBill Longstreet

I have been a financial advisor since 2003 and prior to this was a institutional business development director, specializing in fixed income and foreign exchange markets. I have a Master in Business Administration with a concentration in Finance (1999) from the Olin School of Business at Washington University in St. Louis and am a candidate for the CFP (Certificate Financial Planner) qualification. I also hold a Bachelor of Arts with a Major in Economics from Denison University. In my last position before joint Caterer Goodman oversaw $350 million in client funds across a range of currencies and risks profiles.