Paul Schaffer Email & Phone Number
Senior Vice President Financial Advisor @ CAPTRUST
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Paul Schaffer Location
- Doylestown, PA, US
Paul Schaffer Work
- 2007 - now Senior Vice President Financial Advisor @
- 1999 - 2006 Director, Advisory Services @ Plan Advisory Services
- 1984 - 1999 President @ Schaffer Financial Concepts
Paul Schaffer Education
- Alfred Lerner College of Business & Economics at University of Delaware
BSBA (Business Administration)
1979 - 1984 - University of Delaware
BSBA (Business Administration and Management, General)
1979 - 1983 - Cheltenham High School
Diploma (High School)
1976 - 1982
Paul Schaffer Skills
- 401k
- Investment Policy Oversight
- Fiduciary Process Management
- Investments
- Retirement
- Employee Benefits
- Mutual Funds
- Financial Advisory
- Retirement Planning
- Financial Services
- Pensions
- Analysis
- Strategic Financial Planning
- Plan Design
- Benefits
- Financial Planning
- Investment Advisory
- Due Diligence
- Asset Allocation
- Series 63
- Wealth Management
- Series 7
- Public Speaking
- Leadership
- Defined Benefit
- Retirement Plan Consulting
- Defined Contribution
- ERISA
- Plan Design Analysis
- Compliance
- FIDUCIARY ADVISORY SERVICES
- Fiduciary Compliance
- Research
- Sales
- Strategic Planning
- Business Development
- Business Strategy
Paul Schaffer Summary
- Paul Schaffer, based in Doylestown, PA, US, is currently a Senior Vice President Financial Advisor at CAPTRUST. Paul Schaffer brings experience from previous roles at Plan Advisory Services and Schaffer Financial Concepts. Paul Schaffer holds a 1979 - 1984 BSBA in Business Administration @ Alfred Lerner College of Business & Economics at University of Delaware. With a robust skill set that includes 401k, Investment Policy Oversight, Fiduciary Process Management, Investments, Retirement and more. Paul Schaffer has 2 emails on RocketReach.
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Top CAPTRUST Employees
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