Pat Slater

Head of Transition Services | Financial Services

Role: Head of Transition Services at Adhesion Wealth Advisor Solutions
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

About Pat Slater

With over 15 years of progressive leadership roles in various financial services firms, I have successfully managed front and back end staff, strategic growth, regulatory policies, procedure adherence, and budget planning. I have also contributed to the development and implementation of innovative solutions and best practices that enhance the performance and scalability of business operations and customer care. My mission is to deliver excellence and value to the stakeholders and customers, while staying abreast of the latest trends and technologies in the fintech industry.

Experience

Head of Transition Services
Adhesion Wealth Advisor Solutions
Oct 2023 — Present · Charlotte, NC, US

Contact information

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•••••@adhesionwealth.com
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Current company

Adhesion Wealth Advisor Solutions

Financial Services · 45 employees · Founded 1999 · Charlotte, North Carolina, United States

Adhesion Wealth, founded in 1999, is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). We empower advisors to build and manage customized, multi-manager portfolios, offering access to a wide range of investment strategies and solutions through our multi-custodial platform. Our intuitive tools streamline portfolio management, bringing increased scale and flexibility to advisory practices, ultimately helping advisors deliver better client outcomes. Adhesion's platform allows advisors to offer clients diverse investment options, including multiple products, models, and managers, all within a single account. This integrated platform provides powerful tools for constructing sophisticated investment portfolios designed to meet a variety of market conditions and client objectives. We help advisors scale their growth while maintaining a strong focus on client satisfaction. Headquartered in Charlotte, NC, Adhesion Wealth Advisor Solutions, Inc. is an SEC-registered investment advisor. Learn more: s••••@adhesionwealth.com

adhesionwealth.com

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