Pat Slater Email & Phone Number
Head of Transition Services @ Adhesion Wealth Advisor Solutions
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Pat Slater Location
- Charlotte, NC, US
Pat Slater Work
- Head of Transition Services @ (October 2023 - Present)
- Senior Marketplace Operations Manager @ (December 2022 - August 2023)
- Site Operations Manager @ (January 2022 - October 2022)
- Options Service and Support Manager @ (August 2021 - January 2022)
- Customer Experience Manager @ (June 2021 - August 2021)
- Director, Client Services and Brokerage Operations @ (April 2014 - January 2021)
- Manager, Client Services @ TradeKing (May 2012 - April 2014)
- Supervisor, Client Services @ TradeKing (June 2010 - May 2012)
- Stock Broker @ TradeKing (May 2007 - June 2010)
- Electronic Technician @ General Microcircuits, Inc (August 2006 - May 2007)
- Electronics Technician @ (June 2000 - June 2006)
Pat Slater Skills
- Analytical Skills
- Bonds
- Broker-Dealer Compliance
- Business Metrics
- Business Process Improvement
- Business Strategy
- Career Development Coaching
- Client Relations
- Client Services
- Coaching
- Contact Centers
- Critical Thinking
- Customer Service
- Equities
- Equity Trading
- Escalations Management
- FINRA
- Financial Services
- Fixed Income
- Investments
- Key Metrics
- Key Performance Indicators
- Leadership
- Management
- Market Data
- Microsoft Office
- Mutual Funds
- Operational Excellence
- Operations Control
- Operations Management
- Options
- People Development
- Process Improvement
- Project Management
- Risk Management
- Securities
- Series 24
- Series 4
- Series 63
- Series 65
- Series 7
- Six Sigma Green Belt
- Slack
- Strategic Planning
- Strategy
- Supervisory Skills
- Team Leadership
- Team Management
- Trading
- Uniform Combined State Law
Pat Slater Summary
- Pat Slater, based in Charlotte, NC, US, is currently a Head of Transition Services at Adhesion Wealth Advisor Solutions. Pat Slater brings experience from previous roles at Figure and Robinhood. With a robust skill set that includes Analytical Skills, Bonds, Broker-Dealer Compliance, Business Metrics, Business Process Improvement and more. Pat Slater has 1 emails and 1 mobile phone numbers on RocketReach.
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