Robert Melancon
Corporate Officer/Principal chez 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.
Postes actifs de Robert Melancon
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Robert Melancon
| University of Louisiana at Lafayette | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
