Nick Shaffer Email & Phone Number
Managing Partner @ Modern Woodmen of America
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Nick Shaffer Location
- Indianapolis, IN, US
Nick Shaffer Work
- Managing Partner @ (April 2025 - Present)
- Senior Vice President of Business Development @ (May 2021 - December 2022)
- AVP Regional Director, Business Developement @ (April 2018 - May 2021)
- Manager of Financial Services @ (July 2017 - April 2018)
- Regional Vice President - IN, IL, KY Wire and Regional Channels @ (February 2015 - December 2016)
- Financial Advisor @ (July 2014 - December 2014)
- Regional Vice President - Indiana All Channels @ (January 2013 - May 2014)
- Regional Marketing Director @ (August 2008 - December 2012)
- Sales Coordinator @ (November 2006 - August 2008)
Nick Shaffer Education
- Slippery Rock University
Bachelor's degree
Nick Shaffer Skills
- Fixed Annuities
- Mutual Funds
- Variable Annuities
- Retirement Planning
- Sales
- CRM
- 401k
- Marketing
- Leadership
- Sales Process
- Separately Managed Accounts
- Public Speaking
- Building Relationships
- Salesforce.com
- Annuities
- Seminars
- Retirement Income Strategies
- Wholesaling
- Presentations
- Problem Solving
- Business Development
- Close Attention to Detail
- Finance
- Financial Services
- Highly detail oriented
- Insurance
- Investments
- Key Account Development
- Life Insurance
- Management
- Mentoring
- Sales Management
- Securities
- Territory Growth/Development
- Wealth Management
- Wholesale
- Series 63
- Financial Advisory
- Financial Planning
- Retirement Income
- Territory
- Series 6
- Asset Allocation
- FINRA
- Series 26
- Separately Managed
- Retirement
- Life and Health Insurance Licenses
- Life and Health Insurance
Nick Shaffer Summary
- Nick Shaffer, based in Indianapolis, IN, US, is currently a Managing Partner at Modern Woodmen of America. Nick Shaffer brings experience from previous roles at Equitable Advisors, LPL Financial and Prudential Financial. Nick Shaffer holds a Bachelor's degree @ Slippery Rock University. With a robust skill set that includes Fixed Annuities, Mutual Funds, Variable Annuities, Retirement Planning, Sales and more. Nick Shaffer has 1 emails and 4 mobile phone numbers on RocketReach.
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