Geoffrey Schaefer Email & Phone Number
Wealth Advisor @ Intergy Private Wealth
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Geoffrey Schaefer Location
- United States
Geoffrey Schaefer Work
- 2021 -now Wealth Advisor @
- 2018 -2021 Wealth Management Advisor @ Dunn Perrault & Associates
- 2016 -2021 Financial Advisor @ Insurance Broker Dealer
- 2011 -2016 Infantry Officer @
Geoffrey Schaefer Education
- Creighton University's Heider College of Business
Master's Degree (Investment Management and Financial Analysis)
2020-2022 - Oral Roberts University
Bachelor's of Science (Accounting)
2009-2013
Geoffrey Schaefer Skills
- Investment Management
- Financial Planning
- Stock Compensation
- Strategic Planning
- Life Insurance
- Research
- Risk Management
- Long-term Care
- Disability Insurance
- Investment Strategies
- 401(k) Retirement Savings Plans
- Finance
- Wealth Management
- Financial Analysis
- Microsoft Word
- PowerPoint
- Microsoft Office
- Microsoft Excel
- Team Leadership
- Leadership Development
- Management
- Veterans
- Critical Thinking
- Teamwork
- Leadership
- Retirement Savings
- Wealth Accumulation
- College Savings Plans
- Roth IRA
- 401k Rollovers
- Small Business Retirement Planning
- Military Families
- Certified Financial Planner
- Personal Financial Planning
- Restricted Stock
- Stock Option
- Concentrated Stock Management
- ESPP
Geoffrey Schaefer Summary
- Geoffrey Schaefer, based in United States, is currently a Wealth Advisor at Intergy Private Wealth. Geoffrey Schaefer brings experience from previous roles at Dunn Perrault & Associates, Insurance Broker Dealer and US Army. Geoffrey Schaefer holds a 2020 - 2022 Master's Degree in Investment Management and Financial Analysis @ Creighton University's Heider College of Business. With a robust skill set that includes Investment Management, Financial Planning, Stock Compensation, Strategic Planning, Life Insurance and more. Geoffrey Schaefer has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Intergy Private Wealth Employees
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Colorado Springs, CO, US
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Colorado Springs, CO, US
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Kirsten Camp
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Jack Blees
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