David Shaffer Email

Portfolio Construction Manager @ Financial Architects Partners

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David Shaffer's Location

Coatesville, PA, US

David Shaffer's Work

Portfolio Construction Manager @ Financial Architects Partners
Technical Analyst @ Rose Glen, LLC
Senior Insurance Analyst @ Legacy Advisors

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Advanced Marketing Specialist @ AXA

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David Shaffer's Education

Penn State University
Bachelor of Science (B.S.) (Finance, General)

David Shaffer's Skills

Team Leadership
Creative Problem Solving
Business Strategy

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Project Planning
Procedure Development
Direct Sales
Business Case Design
Wealth Management
Wealth Transfer
Insurance

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David Shaffer's Summary

David Shaffer, based in Coatesville, PA, US, is currently a Portfolio Construction Manager at Financial Architects Partners, bringing experience from previous roles at Rose Glen Advisors, LLC, Legacy Advisors and AXA. David Shaffer holds a Bachelor of Science (B.S.) in Finance, General @ Penn State University. With a robust skill set that includes Team Leadership, Creative Problem Solving, Business Strategy, Project Planning, Procedure Development and more, David Shaffer contributes valuable insights to the industry. David Shaffer has 1 email on RocketReach.

David Shaffer Email Address

Found 1 email address listing:

@roseglenadvisors.com

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