2014 -
now Senior Investment Valuation Analyst @ Guggenheim Investments
2011 -
2014 Hybrid Wholesaler- RIA Specialist @
2010 -
2011 Regional Vice President @
2008 -
2009 Regional Vice President @
2005 -
2008 Internal Investment Consultant @
2004 -
2004 Loan Originator @ Aegis Lending
Joe Schaffer Education
University of Maryland
(Economics)
Joe Schaffer Skills
Alternative Investments
Financial Advisory
Series 63
Managed Futures
Portfolio Management
Derivatives
Investments
Investment Advisory
Asset Allocation
Strategy
Financial Services
Equities
Mutual Funds
Investment Strategies
Asset Management
Commodity
ETFs
Options
CRM
Series 7
Hedge Funds
Financial Markets
Joe Schaffer Summary
Joe Schaffer, based in Ashton-Sandy Spring, MD, US, is currently a Senior Investment Valuation Analyst at Guggenheim Investments. Joe Schaffer brings experience from previous roles at Arrow Funds, Octavus Group, LLC and Rydex Investments. Joe Schaffer holds a University of Maryland. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Managed Futures, Portfolio Management and more. Joe Schaffer has 1 emails and 3 mobile phone numbers on RocketReach.
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