David Raine
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David Raine Email & Phone Number

Relationship Manager at Adhesion Wealth Advisor Solutions
Location: United States, United States, United States 8 work roles 1 school
1 work email found @adhesionwealth.com 5 phones found area 978, 781, 212, and 855 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email d****@adhesionwealth.com
Direct phone (978) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Adhesion Wealth Advisor Solutions
Role
Relationship Manager
Location
United States, United States, United States
Company size
59 employees

Who is David Raine? Overview

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Quick answer

David Raine is listed as Relationship Manager at Adhesion Wealth Advisor Solutions, a company with 59 employees, based in United States, United States, United States. AeroLeads shows a work email signal at adhesionwealth.com, phone signal with area code 978, 781, 212, 855, and a matched LinkedIn profile for David Raine.

David Raine previously worked as Relationship Manager, Wealth Management/Fintech at Assetmark and Sr. Relationship Manager - National Accounts at Wealthforge. David Raine holds B.S. from Boston University.

Company email context

Email format at Adhesion Wealth Advisor Solutions

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{first_initial}{last}@adhesionwealth.com
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AeroLeads found 1 current-domain work email signal for David Raine. Compare company email patterns before reaching out.

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Profile bio

About David Raine

15+ years driving growth and strengthening Enterprise relationships at leading Wealth Management & Fintech firms. Recognized as a top performer in Relationship Management, Business Development, Sponsor Relations /National Accounts and client retention.Extensive knowledge of the Broker-Dealer/RIA space, including Products/Offerings, Back Office/Clearing & integrated technology platforms.Facilitate sales initiatives with key Sponsor partners to drive mutual growth opportunities (30% revenue increase).Led Regional/National recruiting activities at several leading independent Broker-Dealer/RIA's. Recruited over 75 advisors/teams with a combined $20M in gross production and $1.5B in AUM.Build Advisor teams/OSJs through Recruiting & Succession Planning, maximizing technology usage and advisory platform/financial planning training and best practices (40% growth).FINRA Licenses: Series 7, 24, 55, 63, 65Expertise:• Relationship Management• Business Development• Sponsor Relations/Key Accounts• Targeted Recruiting• Fintech & Wealthtech Platforms• Alternative Investments• Advisory Programs (TAMPS, Envestnet)• Risk Management & Regulatory Compliance• Customer Retention & Net Promoter Score (NPS)• Clearing & Custody Firms: Pershing, National Financial, LPL• CRM: Salesforce, RedTail, Discovery DatabasePersonal Development: • Huthwaite SPIN Selling• Franklin Covey 4 Disciplines of Execution (4DX)• Ritz-Carlton Service Excellence

Listed skills include Series 7, Series 63, Relationship Management, Financial Advisory, and 13 others.

Current workplace

David Raine's current company

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Adhesion Wealth Advisor Solutions
Adhesion Wealth Advisor Solutions
Relationship Manager
United States
Website
adhesionwealth.com
Employees
59
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Company profile
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8 roles · 27 years

David Raine work experience

A career timeline built from the work history available for this profile.

Relationship Manager, Wealth Management/Fintech

Assetmark

United States

Sr. Relationship Manager - National Accounts

Wealthforge
2021 - 2022 ~1 yr

Vice President - Business Development

Advisor Group
2019 - 2020 ~1 yr

Regional Director - Business Development

Voya Financial
2016 - 2019 ~3 yrs

Relationship Manager / Business Development

Cetera Financial Group / Investors Capital Corp
  • Engaged over 75 top-producing advisors to improve operational efficiency and dispute resolution. This improved advisor retention and boosted the firm’s Net Promoter Score (NPS) metric by nearly 30%.
  • Worked closely with our Strategic Sponsor companies to strengthen relationships with advisors and promote mutually beneficial sales initiatives. This led Partner revenue to increase over 20%.
  • Led training sessions to boost knowledge of the firm’s enterprise technology platform, Advisory/Fee-Based offerings, and Financial Planning programs. This led to a 40% increase in advisor technology usage.
  • Created the firm’s Advisor Transition program. Managed over 200 advisor transitions, with most offices exceeding internal goal of transferring 85% of assets within the first 60 days. Created customized transition plans.
  • Managed several Risk Management functions including Trade Review, margin activities, options assignment and trade-error resolution. Trading errors dropped over 20% and NIGO business dropped over 30%.
2003 - 2016 ~13 yrs

Financial Operations Manager

Putnam Investments

Managed Financial Service Representatives and scheduling/forecasting team to provide industry-leading service (winner of DALBAR superior customer service award).

1999 - 2003 ~4 yrs
Team & coworkers

Colleagues at Adhesion Wealth Advisor Solutions

Other employees you can reach at adhesionwealth.com. View company contacts for 59 employees →

BL Brett Lenz Brett Lenz Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → JD Jordan Darr Jordan Darr Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → RM Robb Melancon Robb Melancon Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → TS Tracey Sinclair Tracey Sinclair Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → JF John Farnham John Farnham Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → GC Greyson C. Ayers Greyson C. Ayers Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → MG Maxwell Green Maxwell Green Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → JS Jimmie Stufflebeem Jimmie Stufflebeem Colleague at Adhesion Wealth Advisor SolutionsDes Moines, Iowa, United States, United States View → NG Natmarie Guardiola Natmarie Guardiola Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → HC Hong C. Hong C. Colleague at Adhesion Wealth Advisor SolutionsBelmont, North Carolina, United States, United States View →
1 education record

David Raine education

FAQ

Frequently asked questions about David Raine

Quick answers generated from the profile data available on this page.

What company does David Raine work for?

David Raine works for Adhesion Wealth Advisor Solutions.

What is David Raine's role at Adhesion Wealth Advisor Solutions?

David Raine is listed as Relationship Manager at Adhesion Wealth Advisor Solutions.

What is David Raine's email address?

AeroLeads has found 1 work email signal at @adhesionwealth.com for David Raine at Adhesion Wealth Advisor Solutions.

What is David Raine's phone number?

AeroLeads has found 5 phone signal(s) with area code 978, 781, 212, 855 for David Raine at Adhesion Wealth Advisor Solutions.

Where is David Raine based?

David Raine is based in United States, United States, United States while working with Adhesion Wealth Advisor Solutions.

What companies has David Raine worked for?

David Raine has worked for Adhesion Wealth Advisor Solutions, Assetmark, Wealthforge, Advisor Group, and Voya Financial.

Who are David Raine's colleagues at Adhesion Wealth Advisor Solutions?

David Raine's colleagues at Adhesion Wealth Advisor Solutions include Brett Lenz, Jordan Darr, Robb Melancon, Tracey Sinclair, and John Farnham.

How can I contact David Raine?

You can use AeroLeads to view verified contact signals for David Raine at Adhesion Wealth Advisor Solutions, including work email, phone, and LinkedIn data when available.

What schools did David Raine attend?

David Raine holds B.S. from Boston University.

What skills is David Raine known for?

David Raine is listed with skills including Series 7, Series 63, Relationship Management, Financial Advisory, Retirement Planning, Securities, Strategic Planning, and Risk Management.

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