Robert Melancon
Corporate Officer/Principal bei Adhesion Wealth Advisor Solutions, Inc.
Aktive Positionen von Robert Melancon
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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 | - |
Karriereverlauf von Robert Melancon
Ausbildung von Robert Melancon
| University of Louisiana at Lafayette | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Commercial Services | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
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