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 @ CAPTRUST
View Department
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

see less

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.

Paul Schaffer Emails

Found 2 emails

Paul Schaffer Phone Numbers

Found 4 phone numbers

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Springdale, AR, US
2
- tyson.com
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Top CAPTRUST Employees

Fielding Miller

Chairman and CEO at CAPTRUST

Raleigh, NC, US
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- captrust.com
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4
- +1 317-888-XXXX
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Christina Markell-Balleza

Managing Director | General Counsel at CAPTRUST

San Antonio, TX, US
2
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Jon Strickland

Senior Vice President at CAPTRUST

Raleigh, NC, US
2
- captrust.com
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5+
- +1 919-771-XXXX
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- +1 919-269-XXXX
- +1 919-833-XXXX
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Heather Darcy

Vice President | Financial Advisor at CAPTRUST

Raleigh, NC, US
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- yahoo.com
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- +1 830-777-XXXX
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John Martin

Senior Vice President, Financial Advisor at CAPTRUST

Raleigh, NC, US
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- captrust.com
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- +1 812-200-XXXX
- +1 704-386-XXXX
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Emma Marlatt

Vice President of Business Development at CAPTRUST

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David Lineweaver

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Miller

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2
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Michael Wunderli

Managing Director | Head of Mergers and Acquisitions at CAPTRUST

Redondo Beach, CA, US
2
- gmail.com
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