Alan Slaughter
Director, Operations and Client Service at Winthrop Wealth
- Role
- Director of Operations and Client Service at Winthrop Wealth
- Location
- Brookline, MA, US
- LinkedIn followers
- 500 followers
About Alan Slaughter
A senior investment professional with more than 10 years of experience in family office…
Experience
Director of Operations and Client Service
Sep 2022 — Present · Boston, MA, US
Our purpose is to help clients pursue a high level of personal fulfillment and happiness. We support that pursuit by empowering them to become knowledgeable and active stewards of their financial resources. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please visit the \'Contact Info\' section above. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit
Skills
- Customer Relationship Management (Crm)
- Strategy
- Alternative Investments
- Private Equity
- Microsoft Excel
- Investments
- Asset Management
- Databases
- Management
- Web Design
- Sql
- Hedge Funds
- Crm
- Ssrs
- Equities
- Microsoft Office
- Portfolio Management
- Apx
- Leadership
- Bloomberg
- Product Management
- Analytics
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