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Robert Melancon
Corporate Officer/Principal bei Adhesion Wealth Advisor Solutions, Inc.
Profil
Robert Melancon is currently working as the Director-Software Development at Adhesion Wealth Advisor Solutions, Inc. He completed his undergraduate degree from the University of Louisiana at Lafayette.
Aktive Positionen von Robert Melancon
Unternehmen | Position | Beginn |
---|---|---|
Adhesion Wealth Advisor Solutions, Inc.
![]() Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The firm offers WealthADV, an investment operations platform that provides unified managed accounts, and overlay and tax-optimized portfolio management, investment program designing and administration, client reporting, and managed back office services. The company was founded by Trey Reinhard in 1999 and is headquartered in Charlotte, NC. | Corporate Officer/Principal | 20.08.2009 |
Ausbildung von Robert Melancon
University of Louisiana at Lafayette | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Adhesion Wealth Advisor Solutions, Inc.
![]() Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The firm offers WealthADV, an investment operations platform that provides unified managed accounts, and overlay and tax-optimized portfolio management, investment program designing and administration, client reporting, and managed back office services. The company was founded by Trey Reinhard in 1999 and is headquartered in Charlotte, NC. | Commercial Services |