Robin Slater, Aif®, Cpfa®
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Robin Slater, Aif®, Cpfa® Email & Phone Number

Associate Vice President | Retirement Plan Consultant at D.A. Davidson Companies
Location: Richmond, Virginia, United States 8 work roles 2 schools
1 phone found area 408 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 phone

Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
D.A. Davidson Companies
Role
Associate Vice President | Retirement Plan Consultant
Location
Richmond, Virginia, United States
Company size
976 employees

Who is Robin Slater, Aif®, Cpfa®? Overview

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Quick answer

Robin Slater, Aif®, Cpfa® is listed as Associate Vice President | Retirement Plan Consultant at D.A. Davidson Companies, a with 976 employees, based in Richmond, Virginia, United States. AeroLeads shows phone signal with area code 408 and a matched LinkedIn profile for Robin Slater, Aif®, Cpfa®.

Robin Slater, Aif®, Cpfa® previously worked as Institutional Retirement Plan Consulting at Director, Marsh Mclennan Agency and Institutional Business Development Officer at First Citizens Bank. Robin Slater, Aif®, Cpfa® holds Bachelor Of Arts (Ba), Communication And Media Studies from Buffalo State University.

Company email context

Email format at D.A. Davidson Companies

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D.A. Davidson Companies

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Profile bio

About Robin Slater, Aif®, Cpfa®

Experienced Retirement Plan Consultant with a Bachelor of Arts (BA) focused in Communication and Media Studies from Buffalo State University.

Current workplace

Robin Slater, Aif®, Cpfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

D.A. Davidson Companies
D.A. Davidson Companies
Associate Vice President | Retirement Plan Consultant
great falls, montana, united states
Website
davidsoncompanies.com
Employees
976
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Company profile
View company profile Email format
8 roles

Robin Slater, Aif®, Cpfa® work experience

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

Associate Vice President | Retirement Plan Consultant

Current
D.A. Davidson Companies

Richmond, Virginia, United States

Jun 2024 - Present

Institutional Business Development Officer

First Citizens Bank

Richmond, Virginia, United States

Apr 2020 - Sep 2023

Institutional Business Development Officer

Truist

Atlanta, Georgia

Jul 2015 - Feb 2020

Institutional Communications Specialist

Truist

Washington, District Of Columbia

May 2013 - Jul 2015

Relationship Banker

Truist

Raleigh, North Carolina

May 2010 - May 2013

Teller Supervisor

Truist

Raleigh-Durham, North Carolina Area

Feb 2009 - May 2010

Teller

Truist

Raleigh-Durham, North Carolina Area

Dec 2008 - Feb 2009
Team & coworkers

Colleagues at D.A. Davidson Companies

Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →

KS Karlee Stanford, Cfp® Karlee Stanford, Cfp® Colleague at D.A. Davidson CompaniesGreater Wenatchee Area, United States View → JS Jordan Stevick Jordan Stevick Colleague at D.A. Davidson CompaniesHelena, Montana, United States View → RC Ranee Chew-Hopkins Ranee Chew-Hopkins Colleague at D.A. Davidson CompaniesSeattle, Washington, United States View → JB Jon Butler Jon Butler Colleague at D.A. Davidson CompaniesGarden City, Idaho, United States View → SN Stuart Ng, Cfp® Stuart Ng, Cfp® Colleague at D.A. Davidson CompaniesPasadena, California, United States View → JW Jim Woodcock, Crpc® Jim Woodcock, Crpc® Colleague at D.A. Davidson CompaniesAustin, Texas, United States View → JR Justin Roemer, Cfa Justin Roemer, Cfa Colleague at D.A. Davidson CompaniesNorth Palm Beach, Florida, United States View → JK Jim Kerr Jim Kerr Colleague at D.A. Davidson CompaniesSeattle, Washington, United States View → JA Justin Arent Justin Arent Colleague at D.A. Davidson CompaniesBoise, Idaho, United States View → DR Debbie Rhodes Debbie Rhodes Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States View →
2 education records

Robin Slater, Aif®, Cpfa® education

FAQ

Frequently asked questions about Robin Slater, Aif®, Cpfa®

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

What company does Robin Slater, Aif®, Cpfa® work for?

Robin Slater, Aif®, Cpfa® works for D.A. Davidson Companies.

What is Robin Slater, Aif®, Cpfa®'s role at D.A. Davidson Companies?

Robin Slater, Aif®, Cpfa® is listed as Associate Vice President | Retirement Plan Consultant at D.A. Davidson Companies.

What is Robin Slater, Aif®, Cpfa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 408 for Robin Slater, Aif®, Cpfa® at D.A. Davidson Companies.

Where is Robin Slater, Aif®, Cpfa® based?

Robin Slater, Aif®, Cpfa® is based in Richmond, Virginia, United States while working with D.A. Davidson Companies.

What companies has Robin Slater, Aif®, Cpfa® worked for?

Robin Slater, Aif®, Cpfa® has worked for D.A. Davidson Companies, Director, Marsh Mclennan Agency, First Citizens Bank, and Truist.

Who are Robin Slater, Aif®, Cpfa®'s colleagues at D.A. Davidson Companies?

Robin Slater, Aif®, Cpfa®'s colleagues at D.A. Davidson Companies include Karlee Stanford, Cfp®, Jordan Stevick, Ranee Chew-Hopkins, Jon Butler, and Stuart Ng, Cfp®.

How can I contact Robin Slater, Aif®, Cpfa®?

You can use AeroLeads to view verified contact signals for Robin Slater, Aif®, Cpfa® at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Robin Slater, Aif®, Cpfa® attend?

Robin Slater, Aif®, Cpfa® holds Bachelor Of Arts (Ba), Communication And Media Studies from Buffalo State University.

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