Robert Melancon
Corporate Officer/Principal bij Adhesion Wealth Advisor Solutions, Inc.
Profiel
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.
Actieve functies van Robert Melancon
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Opleiding van Robert Melancon
| University of Louisiana at Lafayette | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
