Adhesion Wealth Advisor Solutions
Description
Address: 5925 Carnegie Blvd # 500, Charlotte, NC 28209 Phone: (888) 295-8351: : : Category: : Hours: Website: : Place name: : Website: http://www.adhesionwealth.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Adhesion Wealth Advisor Solutions Posting publicly on the Web Write a review Reviews Be the first to review
Adhesion Wealth Advisor Solutions List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Adhesion Wealth Advisor Solutions. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Adhesion Wealth Advisor Solutions Salaries. You can even request information on how much does Adhesion Wealth Advisor Solutions pay if you want to. Learn about salaries, pros and cons of working for Adhesion Wealth Advisor Solutions directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11 Adhesion Wealth Advisor Solutions employees in database. Find out everything there's to know about Adhesion Wealth Advisor Solutions employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Adhesion Wealth Advisor Solutions Employees
Employee
Years
Job
Industry
Ty McDaniel, CIMA ® Ty McDaniel, CIMA ®'s Adhesion Wealth Advisor Solutions Experience 2013 - May 2015
Job Financial Services Sales Executive
Industry Financial Services
Experience
Adhesion Wealth Advisor Solutions 2013 - May 2015
Legg Mason 2008 - 2012
Legg Mason December 2005 - July 2008
Citigroup Asset Management July 2001 - December 2005
Smith Barney Asset Management February 1998 - July 2001
Banc One November 1994 - February 1998
CIC Enterprises, Inc April 1992 - November 1994
Founder, Worthington Business Brokers April 1988 - May 1992
E.F. Hutton June 1985 - April 1988
Skills
Mutual Funds, Separately Managed..., Separate Accounts, Alternative Investments, Hedge Funds, Account Management, National Accounts, Investment Management, Fixed Income, Equities, Business Relationship..., Relationship Management, Long-term Customer..., Lasting Relationships, Change Management, Affiliate Relations, Cross-functional Team..., Team Leadership, Team, Team-oriented, Multifunctional, Strategic Leadership, Leadership, Competitive, Competitive Strategies, Competitive Landscape, Collaborative Leadership, Collaboration, Sales Management
Education
Indiana University Bloomington 1981 — 1985
B.S., Finance
Adhesion Wealth Advisor Solutions 2013 - May 2015
Legg Mason 2008 - 2012
Legg Mason December 2005 - July 2008
Citigroup Asset Management July 2001 - December 2005
Smith Barney Asset Management February 1998 - July 2001
Banc One November 1994 - February 1998
CIC Enterprises, Inc April 1992 - November 1994
Founder, Worthington Business Brokers April 1988 - May 1992
E.F. Hutton June 1985 - April 1988
Skills
Mutual Funds, Separately Managed..., Separate Accounts, Alternative Investments, Hedge Funds, Account Management, National Accounts, Investment Management, Fixed Income, Equities, Business Relationship..., Relationship Management, Long-term Customer..., Lasting Relationships, Change Management, Affiliate Relations, Cross-functional Team..., Team Leadership, Team, Team-oriented, Multifunctional, Strategic Leadership, Leadership, Competitive, Competitive Strategies, Competitive Landscape, Collaborative Leadership, Collaboration, Sales Management
Education
Indiana University Bloomington 1981 — 1985
B.S., Finance
Moshe Levin's Adhesion Wealth Advisor Solutions Experience June 2012 - August 2012
Job MSF candidate at Loyola University of Maryland
Industry Investment Management
Experience
Young Artist Music School September 2011 - Present
Morgan Stanley July 2013 - January 2014
Adhesion Wealth Advisor Solutions June 2012 - August 2012
Charlotte Jewish Day School Fundraising July 2010 - August 2010
Lebo's Inc July 2007 - August 2007
Skills
Money Management, Stock Market Analysis, Social Media, Public Speaking, Marketing, Marketing Strategy, Microsoft Word, Fundraising, Strategy, Microsoft Excel, PowerPoint
Education
Loyola University Maryland 2014 — 2016
Masters in Science of Finance
Ner Israel Rabbinical College 2011 — 2014
Masters, Talmudic Law
Excelsior College 2009 — 2011
Bachelor of Science, Liberal Arts, 3.91
Young Artist Music School September 2011 - Present
Morgan Stanley July 2013 - January 2014
Adhesion Wealth Advisor Solutions June 2012 - August 2012
Charlotte Jewish Day School Fundraising July 2010 - August 2010
Lebo's Inc July 2007 - August 2007
Skills
Money Management, Stock Market Analysis, Social Media, Public Speaking, Marketing, Marketing Strategy, Microsoft Word, Fundraising, Strategy, Microsoft Excel, PowerPoint
Education
Loyola University Maryland 2014 — 2016
Masters in Science of Finance
Ner Israel Rabbinical College 2011 — 2014
Masters, Talmudic Law
Excelsior College 2009 — 2011
Bachelor of Science, Liberal Arts, 3.91
James Dechow James Dechow's Adhesion Wealth Advisor Solutions Experience September 2000 - September 2001
Job Software Product Manager and Developer
Industry Computer Software
Experience
First Vertex April 2006 - Present
ChannelAdvisor June 2011 - July 2014
Fiserv August 2003 - June 2006
NC Small Business and Technology Development Center October 2001 - August 2003
Adhesion Wealth Advisor Solutions September 2000 - September 2001
Accenture August 1998 - September 2000
Skills
SaaS, Product Management, Management, Business Planning, Competitive Analysis, E-commerce, CRM, SEM, Entrepreneurship, Start-ups, Financial Analysis, SEO, Cross-functional Team..., Salesforce.com, Advertising, Marketing, Strategic Partnerships, .NET, ASP.NET, C#, SQL, JavaScript, Cloud Computing
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1998
MBA, Strategy and Information Systems
University of Virginia 1989 — 1993
BS, Systems Engineering
First Vertex April 2006 - Present
ChannelAdvisor June 2011 - July 2014
Fiserv August 2003 - June 2006
NC Small Business and Technology Development Center October 2001 - August 2003
Adhesion Wealth Advisor Solutions September 2000 - September 2001
Accenture August 1998 - September 2000
Skills
SaaS, Product Management, Management, Business Planning, Competitive Analysis, E-commerce, CRM, SEM, Entrepreneurship, Start-ups, Financial Analysis, SEO, Cross-functional Team..., Salesforce.com, Advertising, Marketing, Strategic Partnerships, .NET, ASP.NET, C#, SQL, JavaScript, Cloud Computing
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1998
MBA, Strategy and Information Systems
University of Virginia 1989 — 1993
BS, Systems Engineering
Debra Roth Debra Roth's Adhesion Wealth Advisor Solutions Experience February 2008 - December 2012
Job Data Processing Specialist
Industry Banking
Experience
Always Best Care Senior Services August 2015 - Present
CBRE May 2015 - July 2015
Bank of America Merrill Lynch March 2015 - April 2015
Wells Fargo August 2014 - December 2014
TriNet June 2014 - August 2014
Wells Fargo September 2013 - February 2014
Adhesion Wealth Advisor Solutions February 2008 - December 2012
Stonebridge Bank August 2005 - February 2007
Skills
Securities, Mutual Funds, Investments, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Process Improvement, Financial Analysis, Banking, Asset Managment, Series 65, ETFs, Hedge Funds, Fixed Income, Loans, Credit Analysis, Bonds, Personal Finance, Investment Strategies, Credit, High Net Worth..., Series 7, Series 63, Trading, Account Reconciliation, Commercial Lending, Retirement Planning, Financial Services, Strategic Financial..., Accounting, Alternative Investments, Investment Management, Financial Modeling, Corporate Finance, Insurance, Estate Planning, General Ledger, Asset Management, Small Business Lending, Financial Advisory, Commercial Banking, Retirement, Underwriting, Mortgage Lending, Fund Of Funds, Wealth Management..., T-SQL, Cash Management, Relationship Management
Education
West Chester University of Pennsylvania 2003 — 2005
Bachelors, Business Management
Delaware County Community College 2001 — 2003
Associate of Science (A.S.), Business Administration
Geneva College 2000 — 2001
Secondary Education
Always Best Care Senior Services August 2015 - Present
CBRE May 2015 - July 2015
Bank of America Merrill Lynch March 2015 - April 2015
Wells Fargo August 2014 - December 2014
TriNet June 2014 - August 2014
Wells Fargo September 2013 - February 2014
Adhesion Wealth Advisor Solutions February 2008 - December 2012
Stonebridge Bank August 2005 - February 2007
Skills
Securities, Mutual Funds, Investments, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Process Improvement, Financial Analysis, Banking, Asset Managment, Series 65, ETFs, Hedge Funds, Fixed Income, Loans, Credit Analysis, Bonds, Personal Finance, Investment Strategies, Credit, High Net Worth..., Series 7, Series 63, Trading, Account Reconciliation, Commercial Lending, Retirement Planning, Financial Services, Strategic Financial..., Accounting, Alternative Investments, Investment Management, Financial Modeling, Corporate Finance, Insurance, Estate Planning, General Ledger, Asset Management, Small Business Lending, Financial Advisory, Commercial Banking, Retirement, Underwriting, Mortgage Lending, Fund Of Funds, Wealth Management..., T-SQL, Cash Management, Relationship Management
Education
West Chester University of Pennsylvania 2003 — 2005
Bachelors, Business Management
Delaware County Community College 2001 — 2003
Associate of Science (A.S.), Business Administration
Geneva College 2000 — 2001
Secondary Education
Scott Grayson Scott Grayson's Adhesion Wealth Advisor Solutions Experience December 2011 - July 2013
Job
Industry Financial Services
Experience
Scott E. Grayson, CFP® December 2013 - Present
Seeking a new career opportunity August 2013 - Present
Adhesion Wealth Advisor Solutions December 2011 - July 2013
Churchill Management Group March 2009 - November 2010
Placemark Investments December 2002 - November 2008
AssetMark Investment Services April 2001 - November 2002
National Planning Holdings, Inc. 2000 - 2001
H.D. Vest Financial Services 1991 - 2000
Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MPA
University of North Texas 1984 — 1986
Bachelor of Business Administration
Pampa High School
Scott E. Grayson, CFP® December 2013 - Present
Seeking a new career opportunity August 2013 - Present
Adhesion Wealth Advisor Solutions December 2011 - July 2013
Churchill Management Group March 2009 - November 2010
Placemark Investments December 2002 - November 2008
AssetMark Investment Services April 2001 - November 2002
National Planning Holdings, Inc. 2000 - 2001
H.D. Vest Financial Services 1991 - 2000
Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MPA
University of North Texas 1984 — 1986
Bachelor of Business Administration
Pampa High School
Shrirang Nene Shrirang Nene's Adhesion Wealth Advisor Solutions Experience August 2001 - July 2006
Job Chief Technology Officer at Rubixis Inc.
Industry Hospital & Health Care
Experience
Rubixis Inc. January 2012 - Present
True North AR (Acquired by EOS Healthcare) July 2006 - December 2011
Adhesion Wealth Advisor Solutions August 2001 - July 2006
Ettache.com March 2000 - August 2001
Varimetrix Corp January 1995 - February 2000
SDRC August 1990 - December 1994
Skills
Business Strategy, Product Management, Product Development, Start-ups, Team Building, SaaS, CAD/CAM, Enterprise Software, Program Management, Agile Methodologies, Business Analysis, Process Improvement, Management, Process Engineering, Software Project..., Integration, Unix
Education
University of Florida 1988 — 1990
MS, Mechanical Engineering
National Institute of Technology Kurukshetra 1982 — 1987
MS, Mechanical Engineering
Rubixis Inc. January 2012 - Present
True North AR (Acquired by EOS Healthcare) July 2006 - December 2011
Adhesion Wealth Advisor Solutions August 2001 - July 2006
Ettache.com March 2000 - August 2001
Varimetrix Corp January 1995 - February 2000
SDRC August 1990 - December 1994
Skills
Business Strategy, Product Management, Product Development, Start-ups, Team Building, SaaS, CAD/CAM, Enterprise Software, Program Management, Agile Methodologies, Business Analysis, Process Improvement, Management, Process Engineering, Software Project..., Integration, Unix
Education
University of Florida 1988 — 1990
MS, Mechanical Engineering
National Institute of Technology Kurukshetra 1982 — 1987
MS, Mechanical Engineering
Gina D'Alessandro Gina D'Alessandro's Adhesion Wealth Advisor Solutions Experience October 2012 - August 2013
Job Regional Director at MidAmerica Financial
Industry Financial Services
Experience
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Liz Moraites Liz Moraites's Adhesion Wealth Advisor Solutions Experience November 2010 - August 2014
Job Controller at The Finance Company (dba Cashwell Financial)
Industry Financial Services
Experience
Cashwell Financial February 2015 - Present
Ciena Capital LLC September 2014 - November 2014
Adhesion Wealth Advisor Solutions November 2010 - August 2014
Bank of America August 2010 - October 2010
Beacon Healthcare Communications March 2009 - August 2010
Cohen Capital Group LLC February 2005 - March 2009
ProAct Technologies 2000 - 2004
DCA Advertising / Luminant Worldwide October 1999 - October 2000
Ernst & Young LLP May 1994 - May 1997
Saatchi & Saatchi Specialized Communications October 1989 - November 1993
Skills
Accounting, Financial Analysis, Budgeting, Forecasting, Financial Reporting, Accounts Payable, Compliance, Process Improvement, Excel, Quickbooks, General Ledger, Financial Modeling, Accounts Receivable, Payroll, Strategic Planning, GAAP, Cash Flow, Analysis, Financial Accounting, Financial Management, Reconciliation, Auditing, Variance Analysis, SOX, Internal Controls, Fixed Assets, Cost Accounting, SAP, Corporate Finance, Operations Management, Cash Management, Cost Basis, Cost Basis Reporting, Account Reconciliation, Microsoft Excel, Managerial Finance, Sarbanes-Oxley Act, Banking, Hyperion Enterprise, Internal Audit, Consolidation, Financial Statements, Strategic Financial..., Cash Flow Forecasting, Asset Management, Investments, Financial Services, Portfolio Management, Securities, Financial Planning
Education
New England College 2010 — 2012
M.S., Accounting, 3.67 GPA
City University of New York-Hunter College 1989 — 1993
B.A., English
Cashwell Financial February 2015 - Present
Ciena Capital LLC September 2014 - November 2014
Adhesion Wealth Advisor Solutions November 2010 - August 2014
Bank of America August 2010 - October 2010
Beacon Healthcare Communications March 2009 - August 2010
Cohen Capital Group LLC February 2005 - March 2009
ProAct Technologies 2000 - 2004
DCA Advertising / Luminant Worldwide October 1999 - October 2000
Ernst & Young LLP May 1994 - May 1997
Saatchi & Saatchi Specialized Communications October 1989 - November 1993
Skills
Accounting, Financial Analysis, Budgeting, Forecasting, Financial Reporting, Accounts Payable, Compliance, Process Improvement, Excel, Quickbooks, General Ledger, Financial Modeling, Accounts Receivable, Payroll, Strategic Planning, GAAP, Cash Flow, Analysis, Financial Accounting, Financial Management, Reconciliation, Auditing, Variance Analysis, SOX, Internal Controls, Fixed Assets, Cost Accounting, SAP, Corporate Finance, Operations Management, Cash Management, Cost Basis, Cost Basis Reporting, Account Reconciliation, Microsoft Excel, Managerial Finance, Sarbanes-Oxley Act, Banking, Hyperion Enterprise, Internal Audit, Consolidation, Financial Statements, Strategic Financial..., Cash Flow Forecasting, Asset Management, Investments, Financial Services, Portfolio Management, Securities, Financial Planning
Education
New England College 2010 — 2012
M.S., Accounting, 3.67 GPA
City University of New York-Hunter College 1989 — 1993
B.A., English
Hong Cunningham's Adhesion Wealth Advisor Solutions Experience November 2012 - Present
Job Client Operations Specialist at Adhesion Wealth Advisor Solutions
Industry Financial Services
Experience
Adhesion Wealth Advisor Solutions November 2012 - Present
Wells Fargo January 2009 - October 2012
Wachovia Bank January 1999 - January 2009
Mergent January 1997 - January 1999
Skills
Mutual Funds, Securities, Portfolio Management, Investments, Asset Managment, Wealth Management, Banking, Fixed Income, Financial Analysis
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Accounting
Adhesion Wealth Advisor Solutions November 2012 - Present
Wells Fargo January 2009 - October 2012
Wachovia Bank January 1999 - January 2009
Mergent January 1997 - January 1999
Skills
Mutual Funds, Securities, Portfolio Management, Investments, Asset Managment, Wealth Management, Banking, Fixed Income, Financial Analysis
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Accounting
Beth Chassereau's Adhesion Wealth Advisor Solutions Experience November 2011 - April 2015
Job Portfolio Operations Associate & Advisor Support
Industry Financial Services
Experience
Wealthcare Capital Management April 2015 - Present
Adhesion Wealth Advisor Solutions November 2011 - April 2015
Mary Kay Inc. October 2003 - January 2015
Vemma Nutrition October 2010 - October 2013
Linden Thomas & Company, a Wells Fargo Advisors Financial Network March 2010 - October 2011
Wells Fargo Advisors, LLC June 2009 - December 2009
Wachovia Securities, LLC February 2008 - April 2009
Wachovia Corporation February 2008 - April 2009
Wachovia Securities June 2005 - April 2009
Wachovia Securities, LLC June 2005 - July 2007
Skills
Tax Reporting, Securities, Mutual Funds, Investments, Wealth Management, Financial Services, Asset Managment, Retirement Planning, Banking, Financial Analysis, Bonds, Insurance, Equities, Microsoft Excel, Accounting, Portfolio Management
Education
Radford University 1992 — 1996
Bachelor of Science Degree, Business Administration; Finance
Radford University - College of Business and Economics 1992 — 1996
Finance, Finance
Mills E. Godwin High School 1988 — 1992
Math
Wealthcare Capital Management April 2015 - Present
Adhesion Wealth Advisor Solutions November 2011 - April 2015
Mary Kay Inc. October 2003 - January 2015
Vemma Nutrition October 2010 - October 2013
Linden Thomas & Company, a Wells Fargo Advisors Financial Network March 2010 - October 2011
Wells Fargo Advisors, LLC June 2009 - December 2009
Wachovia Securities, LLC February 2008 - April 2009
Wachovia Corporation February 2008 - April 2009
Wachovia Securities June 2005 - April 2009
Wachovia Securities, LLC June 2005 - July 2007
Skills
Tax Reporting, Securities, Mutual Funds, Investments, Wealth Management, Financial Services, Asset Managment, Retirement Planning, Banking, Financial Analysis, Bonds, Insurance, Equities, Microsoft Excel, Accounting, Portfolio Management
Education
Radford University 1992 — 1996
Bachelor of Science Degree, Business Administration; Finance
Radford University - College of Business and Economics 1992 — 1996
Finance, Finance
Mills E. Godwin High School 1988 — 1992
Math
Blair Heffner's Adhesion Wealth Advisor Solutions Experience February 2011 - Present
Job Operations Specialist at Adhesion Wealth Advisor Solutions
Industry Investment Management
Experience
Adhesion Wealth Advisor Solutions February 2011 - Present
Alliance Bank & Trust September 2009 - February 2011
Skills
Account Reconciliation, Portfolio Management, Investments, General Ledger, Mutual Funds, Securities, Fixed Income, Asset Management, Alternative Investments
Education
East Carolina University 2005 — 2009
Finance
East Carolina University 2005 — 2009
Finance
Adhesion Wealth Advisor Solutions February 2011 - Present
Alliance Bank & Trust September 2009 - February 2011
Skills
Account Reconciliation, Portfolio Management, Investments, General Ledger, Mutual Funds, Securities, Fixed Income, Asset Management, Alternative Investments
Education
East Carolina University 2005 — 2009
Finance
East Carolina University 2005 — 2009
Finance