Pat Slater

Pat Slater

Head of Transition Services
Charlotte, North Carolina, United States

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Work Experience

Adhesion Wealth Advisor Solutions

Head of Transition Services

2023-10-01 - Present

Figure

Senior Marketplace Operations Manager

2022-12-01 - 2023-08-01

Robinhood

Site Operations Manager

2022-01-01 - 2022-10-01

Ally

Director, Client Services and Brokerage Operations

2014-04-01 - 2021-01-01

TradeKing

Manager, Client Services

2012-05-01 - 2014-04-01

General Microcircuits, Inc

Electronic Technician

2006-08-01 - 2007-05-01

US Navy

Electronics Technician

2000-06-01 - 2006-06-01

Skills

outsourcing for rias performance reporting unified managed accounts managed investing overlay portfolio management webbased dashboard portfolio accounting investment reporting uma tax harvesting direct indexing personal indexes avoid wash sales tax management personalized service

Languages

English