Chris Slater
Client Services Associate at Confluence Financial Partners
- Role
- Client Service Associate at Confluence Financial Partners
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Chris Slater
I am a very outgoing and ambitious person who is always willing to do the right thing and…
Experience
Client Service Associate
Aug 2022 — Present · Wexford, PA, US
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
Education
Westminster College (PA)
Bachelor of Science - BS, Business Administration and Management, General
2016 — 2020
Skills
- Trading
- Brokerage
- 1031 Exchanges
- Customer Retention
- Finance
- Financial Analysis
- Purchasing
- Property Management
- Economics
- Leadership
- Sales
- Banking
- Business Development
- Mergers
- Loans
- Microsoft Excel
- Management
- Investments
- Real Estate
- Microsoft Word
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