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Nick Schaefer Location
Allentown, PA, US
Nick Schaefer Work
Financial Advisor @ (January 2025 - Present)
Treasurer @ Blue Mountain Ski Patrol (April 2026 - Present)
Financial Consultant @ (July 2023 - January 2025)
Workplace Planning Consultant @ (July 2022 - November 2023)
Investment Solutions Representative @ (September 2021 - November 2023)
Asset Transitions Specialist @ (November 2019 - September 2021)
PI Brokerage Investment Professional @ (July 2019 - November 2019)
Brand Representative @ (May 2018 - June 2019)
Junior Accountant @ (May 2018 - January 2019)
Manufacturing Laborer @ (January 2011 - August 2016)
Summer 2015 Internship @ (April 2015 - August 2015)
Summer Intern @ (May 2016 - July 2016)
Sales Associate @ (April 2012 - September 2013)
Nick Schaefer Education
Saint Joseph's University
Finance (General)
2017-2019
Commonwealth University-Bloomsburg
Accounting Major and Marketing Minor
2014-2016
Nick Schaefer Skills
Account Management
Bloomberg Terminal
Certified Financial Planner
Customer Service
Finance
Financial Advisory
Financial Services
Investment Advisory Services
Leadership
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Money Management
Public Speaking
QuickBooks
Sales
Teamwork
Time Management
Nick Schaefer Summary
Nick Schaefer, based in Allentown, PA, US, is currently a Treasurer at Blue Mountain Ski Patrol. Nick Schaefer brings experience from previous roles at CAPTRUST and Fidelity Investments. Nick Schaefer holds a 2017 - 2019 Finance in General @ Saint Joseph's University. With a robust skill set that includes Account Management, Bloomberg Terminal, Certified Financial Planner, Customer Service, Finance and more. Nick Schaefer has 1 emails and 1 mobile phone numbers on RocketReach.
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