Chris Slater

Chris Slater Email and Phone Number

Client Services Associate at Confluence Financial Partners @ Confluence Financial Partners
canonsburg, pennsylvania, united states
Chris Slater's Location
Pittsburgh, Pennsylvania, United States, United States
Chris Slater's Contact Details

Chris Slater personal email

n/a
About Chris Slater

I am a very outgoing and passionate person who is always willing to do the right thing and am working to build my professional career. With 5+ years of customer support/service experience and 2+ years in a coaching/consulting role, I pride myself on my ability to communicate effectively, problem-solve, and create long-lasting professional relationships. I am always open to connecting with new people and having conversations. Let's connect!

Chris Slater's Current Company Details
Confluence Financial Partners

Confluence Financial Partners

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Client Services Associate at Confluence Financial Partners
canonsburg, pennsylvania, united states
Website:
confluencefp.com
Employees:
34
Chris Slater Work Experience Details
  • Confluence Financial Partners
    Client Service Associate
    Confluence Financial Partners Aug 2022 - Present
    Wexford, Pennsylvania, United States
    Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.govThe content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
  • Alpha Sigma Phi Fraternity
    Chapter Advisor
    Alpha Sigma Phi Fraternity Apr 2022 - Jun 2024
    New Wilmington, Pennsylvania, United States
  • Alpha Sigma Phi Fraternity
    Coordinator Of Chapter Operations
    Alpha Sigma Phi Fraternity Jul 2021 - May 2022
     Maintained a portfolio of 22 chapters and directly supervised 15 contracted employees from chapters nationwide to ensure organizational efficiency in chapter operations Implemented and supervised the hiring/replacing process of contracted employees Reviewed expectation reports for chapters to gauge overall successes and accomplishments each year to reward and recognize those achievements  Facilitated educational sessions and programs semesterly for leadership, development, and recruitment Learned chapter software that tracked finances, billing, roster updates, and other administrative items Cultivated and maintained positive relationships with all undergraduates and alumni
  • Alpha Sigma Phi Fraternity
    Coordinator Of Growth
    Alpha Sigma Phi Fraternity Jul 2020 - Jul 2021
    Carmel, Indiana, United States
     Advised and provided on-site resources to 11 chapters at universities nationwide to ensure organizational efficiency in the areas of recruitment, retention, budgeting, and risk management Coordinated and conducted 8 successful recruitment visits that resulted in a total of 55 newly recruited members and roughly $27,000 in revenue to the Fraternity Demonstrated excellent customer service with university partners and family of members.
  • Apex Systems
    Technical Recruiter
    Apex Systems May 2022 - Jul 2022
    Pittsburgh, Pennsylvania, United States
    Responsible for establishing a pipeline of new clients, seeking out potential job opportunities, as well as maintaining a database of established candidates/contractors to fill said opportunities, through large volume cold-calling. Able to fulfill client needs with filtered matched candidates.
  • Westminster College (Pa)
    Lis Help Desk- Student Employee
    Westminster College (Pa) Oct 2017 - May 2020
    United States
  • The Primary Health Network
    Human Resources Intern
    The Primary Health Network Jun 2019 - Aug 2019
    Sharon, Pennsylvania Area
    · Responsible for conducting preliminary interviews· Filed documents dealing with sensitive information· Reviewed and assisted the new hire orientation process· Updated Human Resource documents through SAGE application
  • Pasquales Pizzeria
    Delivery Driver
    Pasquales Pizzeria May 2016 - Aug 2016
    Penn Hills, Pa

Chris Slater Skills

Property Management Finance Sales Banking Brokerage Business Development Microsoft Excel Management Leadership Mergers Microsoft Word Customer Retention Economics Purchasing Trading 1031 Exchanges Real Estate Financial Analysis Investments Loans

Chris Slater Education Details

Frequently Asked Questions about Chris Slater

What company does Chris Slater work for?

Chris Slater works for Confluence Financial Partners

What is Chris Slater's role at the current company?

Chris Slater's current role is Client Services Associate at Confluence Financial Partners.

What is Chris Slater's email address?

Chris Slater's email address is ch****@****ate.com

What schools did Chris Slater attend?

Chris Slater attended Westminster College (Pa), Central Catholic High School.

What skills is Chris Slater known for?

Chris Slater has skills like Property Management, Finance, Sales, Banking, Brokerage, Business Development, Microsoft Excel, Management, Leadership, Mergers, Microsoft Word, Customer Retention.

Who are Chris Slater's colleagues?

Chris Slater's colleagues are Brian Stout, Crps®, Aif®, Brian W. Ripley, Alby Oxenreiter, Cpfa, Nathan Garcia, Mba, Cfp®, Gregory Weimer Ii, Cfp®, Cpa, Katie Thornhill, Mark Koughan Eckels.

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