Alan Slaughter Email & Phone Number
Director of Operations and Client Service @ Winthrop Wealth
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Alan Slaughter Location
- Brookline, MA, US
Alan Slaughter Work
- 2022 - now Director of Operations and Client Service @
- 2020 - 2022 Director of Investment Services @
- 2016 - 2020 Chief Operating Officer, Chief Compliance Officer, Director of Client and Business Operations @ Via Global Advisors LLC
- 2015 - 2016 Business Analyst @
- 2012 - 2015 Director and Manager, Client Operations and Information Technology @ Lake Street Advisors, LLC
- 2006 - 2012 Associate, Reporting @ Athena Capital Advisors
- 2001 - 2005 Network Technician @
Alan Slaughter Education
- University of Pittsburgh
Alan Slaughter Skills
- P&L Management
- Organizational Development
- Strategic Planning
- Portfolio Management
- Hedge Funds
- Investments
- Asset Management
- CRM
- Strategy
- Private Equity
- Alternative Investments
- Product Management
- Web Design
- Customer Relationship Management (CRM)
- Investment Management
- Wealth Management
- Mutual Funds
- Financial Services
- Cloud Computing
- Capital Markets
- Venture Capital
- Business Planning
- Performance Management
- Analytical Skills
- Business Process Improvement
- Budgeting
- Operational Planning
- Business Administration
- SQL
- Microsoft Office
- Databases
- Microsoft Excel
- Bloomberg
- SSRS
- Management
- Leadership
- Client Services
- Business Acumen
- Team Leadership
- Interpersonal Skills
- Cross-functional Team Leadership
- APX
- Wealth Management Services
- Organizational Culture
- Performance Metrics
- Business Strategy
- Business Development
- Microsoft Outlook
- Customer Relationship Management Crm
- Equities
- Analytics
- Business Analysis
- Networking
- Customer Relationship Management
Alan Slaughter Summary
- Alan Slaughter, based in Brookline, MA, US, is currently a Director of Operations and Client Service at Winthrop Wealth. Alan Slaughter brings experience from previous roles at Schechter, Via Global Advisors LLC, Merrill Lynch and Lake Street Advisors, LLC. Alan Slaughter holds a University of Pittsburgh. With a robust skill set that includes P&L Management, Organizational Development, Strategic Planning, Portfolio Management, Hedge Funds and more. Alan Slaughter has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Winthrop Wealth Employees
Andrew Murphy
Co-Chief Investment Officer
Boston, MA, US
Alan Slaughter
Director of Operations and Client Service
Brookline, MA, US
Mark Winthrop
President, Founding Partner, Wealth Advisor
Massachusetts, United States
Max Winthrop
Chief Executive Officer
Boston, MA, US
Robert Zola
Financial Planner and Wealth Advisor - New York
New York, NY, US
Francesca Lanza
Associate Portfolio Manager
Boston, MA, US
Kelsey Dieudonne
Operations Associate
Boston, MA, US
Jonathan Hunter
Wealth Advisor
Boston, MA, US
Patrick Ryan
Operations Associate II
Beverly, MA, US
Cavan Lamontagne
Client Service Associate
Boston, MA, US
Juliana Pasquarosa
Client Services Associate
Newton, MA, US
Joseph Anastasi
Operations Associate II
Needham, MA, US
Sean Winthrop
Client Services Associate
Denver, CO, US
David Moretsky
Affiliate Partner
Bellevue, WA, US
Kellie O'Connor
Operations Team Lead
Quincy, MA, US
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