Wealth Planning Analyst @ (August 2024 - April 2025)
Trust Professional Analyst Intern @ (June 2023 - August 2023)
Wealth Management Intern @ (June 2022 - August 2022)
Patrick Schaeffer Education
University of Delaware
Bachelor's degree (Financial Planning and Wealth Management; Trust Management Minor)
2020-2024
Patrick Schaeffer Skills
Customer Service
Leadership
Marketing
Microsoft Excel
Problem Solving
Project Management
Research
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. With a robust skill set that includes Customer Service, Leadership, Marketing, Microsoft Excel, Problem Solving and more. Patrick Schaeffer has 2 emails and 1 mobile phone numbers on RocketReach.
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