Rick Shaeffer Email & Phone Number
Financial Advisor @ Edward Jones
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Rick Shaeffer Location
- Saint Paul, MN, US
Rick Shaeffer Work
- 2010 -now Financial Advisor @
- 2004 -2012 Owner @ B.T. McElrath Chocolatier
- 1979 -2000 VP @
- 1996 -1998 VP Marketing @ Cereal Partners Worldwide
Rick Shaeffer Education
- Northwestern University - Kellogg School of Management
MBA (Mgmt Policy, Marketing, Finance)
1977-1979 - Princeton University
A.B. (Economics)
1973-1977
Rick Shaeffer Skills
- Retirement Planning
- Asset Allocation
- Fixed Income
- Mutual Funds
- Equities
- Investments
- Financial Services
- Retirement
- Fixed Annuities
- Portfolio and Retirement Plan Reviews
- Asset Allocation Strategies
- Fixed Income Investments
- Series 7
- Retirement Plan Rollovers and Consolidation
- LIfe Insurance and Long Term Care Insurance
- Fixed and Variable Annuities
- Alternative Investments
- Series 63
- Portfolio Management
- Finance
- Investment Advisory
- Wealth Management
- Strategic Financial Planning
- Asset Management
- Private Equity
- Mergers and Acquisitions
Rick Shaeffer Summary
- Rick Shaeffer, based in Saint Paul, MN, US, is currently a Financial Advisor at Edward Jones. Rick Shaeffer brings experience from previous roles at B.T. McElrath Chocolatier, General Mills and Cereal Partners Worldwide. Rick Shaeffer holds a 1977 - 1979 MBA in Mgmt Policy, Marketing, Finance @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Retirement Planning, Asset Allocation, Fixed Income, Mutual Funds, Equities and more. Rick Shaeffer has 4 emails and 4 mobile phone numbers on RocketReach.
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