2024 -2025 Wealth Planning Analyst | Management Development Program @
2023 -2023 Trust Professional Analyst Intern @
2022 -2022 Intern @
Patrick Schaeffer Education
University of Delaware
Bachelor's degree (Financial Planning and Wealth Management; Trust Management Minor)
2020-2024
Patrick Schaeffer Summary
Patrick Schaeffer, based in Philadelphia, PA, US, is currently a Private Wealth Management Financial Analyst at Goldman Sachs. Patrick Schaeffer brings experience from previous roles at Wilmington Trust, JPMorgan Chase & Co. and Morgan Stanley. Patrick Schaeffer holds a 2020 - 2024 Bachelor's degree in Financial Planning and Wealth Management; Trust Management Minor @ University of Delaware. Patrick Schaeffer has 2 emails and 1 mobile phone numbers on RocketReach.
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