Claire Shifren's Location

San Mateo, California, United States

Claire Shifren's Work

Claire Shifren's Education

  • University of California, Santa Cruz

    2006 - 2009
  • University of California, Davis

    Bachelors (Art History, Design)

    1996 - 2000
  • Palo Alto High School

    1992 - 1995
  • Foothill College

Claire Shifren's Skills

  • Investments
  • Wealth Management
  • Retirement Planning
  • Strategic Financial Planning
  • Portfolio Management
  • Investment Management
  • Investment Advisory
  • Personal Finance
  • Investment Strategies
  • Asset Managment

Claire Shifren's Summary

Claire Shifren, based in San Mateo, California, United States, is currently a Senior Financial Advisor at Summitry, bringing experience from previous roles at Bonhams and American Jewish World Service (Ajws). Claire Shifren holds a 2006 - 2009 University of California, Santa Cruz. With a robust skill set that includes Investments, Wealth Management, Retirement Planning, Strategic Financial Planning, Portfolio Management and more, Claire Shifren contributes valuable insights to the industry. Claire Shifren has 2 emails on RocketReach.

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