Robby Schaefer Email & Phone Number
Advisor @ SJS Investment Services
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Robby Schaefer Location
- Cleveland, OH, US
Robby Schaefer Work
- Advisor @ (May 2024 - Present)
- Owner, Advisor @ Magis Wealth Management (November 2021 - May 2024)
- Private Wealth Advisor @ (August 2018 - November 2021)
- Trust Officer @ (June 2011 - August 2018)
- Board Orientation and Leadership Development (BOLD) Program Participant @ United Way of Greater Cincinnati (April 2018 - May 2018)
- Volunteer and Trip Coordinator @ (August 2010 - May 2011)
Robby Schaefer Education
- Miami University
Bachelor of Science - BS (Finance)
- Northwestern University
Certificate in Financial Planning Program
- University of Cincinnati Carl H. Lindner College of Business
Master of Business Administration - MBA (Graduate Certificate in Entrepreneurship)
- St. John's Jesuit High School & Academy
High School
- Cannon Financial Institute
Trust School I, II, III (Estate Planning)
Robby Schaefer Skills
- Leadership
- Grats
- Technology
- Public Speaking
- Charitable Trusts
- Reporting and Analysis
- Sales
- Portfolio Management
- IRAs
- Investments
- Relationship Management
- 401k
- Investment Advisory
- Financial Services
- Wealth Management
- Hyperion
- IRA's
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Time Management
- Customer Service
- Financial Analysis
- Private Foundations
- Management
- Coaching
- Private Banking
- Services
- Recruiting
- Trust Services
Robby Schaefer Summary
- Robby Schaefer, based in Cleveland, OH, US, is currently a Advisor at SJS Investment Services. Robby Schaefer brings experience from previous roles at Magis Wealth Management, U.S. Bank, Fifth Third Private Bank and United Way of Greater Cincinnati. Robby Schaefer holds a Bachelor of Science - BS in Finance @ Miami University. With a robust skill set that includes Leadership, Grats, Technology, Public Speaking, Charitable Trusts and more. Robby Schaefer has 3 emails and 3 mobile phone numbers on RocketReach.
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