Paul Haines

Program Development Manager-Financial Institutions at Atria Wealth Solutions - New York, NY, US

Paul Haines's Colleagues at Atria Wealth Solutions
Jeremy Levinson

Vice President, Corporate Development

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Kris Kitchen

Senior Advisor Recruiter

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John Berkery

Managed Accounts Representative

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Sean Meighan

Managing Director, Advisory Services

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John Picone

Managing Director

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Brian Bichler

Head of Platform Experience - Managing Director

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Daniel Khalaf

Vice President, Head of Digital Solutions

Contact Daniel Khalaf

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Paul Haines's Contact Details
Email (Verified)
***@atriawealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
888-566-1482
Location
Glen Allen,Virginia,United States
Company
Atria Wealth Solutions
Paul Haines's Company Details
Atria Wealth Solutions logo, Atria Wealth Solutions contact details

Atria Wealth Solutions

New York, NY, US • 50 - 99 Employees
Financial Services

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria's broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.Atria's broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

Independent Broker/Dealer Independent Advisors Financial Services Financial Planning Wealth Management Firm Growth Consultants Holistic Integrated Wealth Management Solutions Practice Management Resources Financial Advisor Support Investment Advisory Corporate RIA Investment Programs for Banks and Credit Unions Innovative Technology Services Responsive and Agile Operating Model Comprehensive Suite of Products and Solutions Seasoned Practice Management Resources Direct Access to Senior Management Premium Service and Support fintech
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Frequently Asked Questions about Paul Haines
Paul Haines currently works for Atria Wealth Solutions.
Paul Haines's role at Atria Wealth Solutions is Program Development Manager-Financial Institutions.
Paul Haines's email address is ***@atriawealth.com. To view Paul Haines's full email address, please signup to ConnectPlex.
Paul Haines works in the Financial Services industry.
Paul Haines's colleagues at Atria Wealth Solutions are Jeremy Levinson, Kris Kitchen, John Berkery, Sean Meighan, John Picone, Brian Bichler, Daniel Khalaf and others.
Paul Haines's phone number is 888-566-1482
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