Hybrid Wholesaler- RIA Specialist @ (August 2011 - January 2014)
Regional Vice President @ (June 2010 - May 2011)
Regional Vice President @ (January 2008 - January 2009)
Internal Investment Consultant @ (October 2005 - January 2008)
Loan Originator @ Aegis Lending (January 2004 - January 2004)
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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