Adhesion Wealth Advisor Solutions


Address: 5925 Carnegie Blvd # 500, Charlotte, NC 28209Phone: (888) 295-8351: : : Category: : Hours: Website: : Place name: : Website: Investment serviceSuggest 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 hoursUnable to add this file. Please check that it is a valid photo.Questions & answersAsk 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 SolutionsPosting publicly on the WebWrite a reviewReviewsBe the first to review

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11 employees in database.
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Adhesion Wealth Advisor Solutions List of Employees: 1992-2019
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Adhesion Wealth Advisor Solutions Employees

Ty McDaniel, CIMA ®Ty McDaniel, CIMA ® Greater New York City Area
Adhesion Wealth Advisor Solutions Years 2013 - May 2015
Job Financial Services Sales Executive
Industry Financial Services
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

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

Indiana University Bloomington   1981 — 1985
B.S., Finance

Moshe LevinMoshe Levin Charlotte, North Carolina
Adhesion Wealth Advisor Solutions Years June 2012 - August 2012
Job MSF candidate at Loyola University of Maryland
Industry Investment Management
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

Money Management, Stock Market Analysis, Social Media, Public Speaking, Marketing, Marketing Strategy, Microsoft Word, Fundraising, Strategy, Microsoft Excel, PowerPoint

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 DechowJames Dechow Raleigh-Durham, North Carolina Area
Adhesion Wealth Advisor Solutions Years September 2000 - September 2001
Job Software Product Manager and Developer
Industry Computer Software
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

SaaS, Product Management, Management, Business Planning, Competitive Analysis, E-commerce, CRM, SEM, Entrepreneurship, Start-ups, Financial Analysis, SEO, Cross-functional Team...,, Advertising, Marketing, Strategic Partnerships, .NET, ASP.NET, C#, SQL, JavaScript, Cloud Computing

Carnegie Mellon University - Tepper School of Business   1996 — 1998
MBA, Strategy and Information Systems

University of Virginia   1989 — 1993
BS, Systems Engineering

Debra RothDebra Roth Fort Mill, South Carolina
Adhesion Wealth Advisor Solutions Years February 2008 - December 2012
Job Data Processing Specialist
Industry Banking
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

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

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 GraysonScott Grayson Greater Atlanta Area
Adhesion Wealth Advisor Solutions Years December 2011 - July 2013
Industry Financial Services
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

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

The University of Texas at Austin - The Red McCombs School of Business   1986 — 1989

University of North Texas   1984 — 1986
Bachelor of Business Administration

Pampa High School

Shrirang NeneShrirang Nene San Francisco Bay Area
Adhesion Wealth Advisor Solutions Years August 2001 - July 2006
Job Chief Technology Officer at Rubixis Inc.
Industry Hospital & Health Care
Rubixis Inc.   January 2012 - Present
True North AR (Acquired by EOS Healthcare)   July 2006 - December 2011
Adhesion Wealth Advisor Solutions   August 2001 - July 2006   March 2000 - August 2001
Varimetrix Corp   January 1995 - February 2000
SDRC   August 1990 - December 1994

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

University of Florida   1988 — 1990
MS, Mechanical Engineering

National Institute of Technology Kurukshetra   1982 — 1987
MS, Mechanical Engineering

Gina D'AlessandroGina D'Alessandro Charlotte, North Carolina Area
Adhesion Wealth Advisor Solutions Years October 2012 - August 2013
Job Regional Director at MidAmerica Financial
Industry Financial Services
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

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

Penn State University   1992 — 1996
Bachelor of Science, Finance, Finance, General

The Pennsylvania State University, State   1992 — 1996
Bachelor's of Science, Finance

Liz MoraitesLiz Moraites Greenville, South Carolina Area
Adhesion Wealth Advisor Solutions Years November 2010 - August 2014
Job Controller at The Finance Company (dba Cashwell Financial)
Industry Financial Services
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

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

New England College   2010 — 2012
M.S., Accounting, 3.67 GPA

City University of New York-Hunter College   1989 — 1993
B.A., English

Blair HeffnerBlair Heffner Charlotte, North Carolina Area
Adhesion Wealth Advisor Solutions Years February 2011 - Present
Job Operations Specialist at Adhesion Wealth Advisor Solutions
Industry Investment Management
Adhesion Wealth Advisor Solutions   February 2011 - Present
Alliance Bank & Trust   September 2009 - February 2011

Account Reconciliation, Portfolio Management, Investments, General Ledger, Mutual Funds, Securities, Fixed Income, Asset Management, Alternative Investments

East Carolina University   2005 — 2009

East Carolina University   2005 — 2009

Beth ChassereauBeth Chassereau Richmond, Virginia Area
Adhesion Wealth Advisor Solutions Years November 2011 - April 2015
Job Portfolio Operations Associate & Advisor Support
Industry Financial Services
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

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

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

Hong CunninghamHong Cunningham Charlotte, North Carolina Area
Adhesion Wealth Advisor Solutions Years November 2012 - Present
Job Client Operations Specialist at Adhesion Wealth Advisor Solutions
Industry Financial Services
Adhesion Wealth Advisor Solutions   November 2012 - Present
Wells Fargo   January 2009 - October 2012
Wachovia Bank   January 1999 - January 2009
Mergent   January 1997 - January 1999

Mutual Funds, Securities, Portfolio Management, Investments, Asset Managment, Wealth Management, Banking, Fixed Income, Financial Analysis

University of North Carolina at Charlotte
Bachelor of Science (BS), Accounting