Robby Schaefer Email & Phone Number
Advisor @ SJS Investment Services
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Robby Schaefer Location
- Cleveland, OH, US
Robby Schaefer Work
- 2024 -now Advisor @
- 2021 -2024 Owner, Advisor @ Magis Wealth Management
- 2018 -2021 Private Wealth Advisor @
- 2011 -2018 Trust Officer @
- 2018 -2018 Board Orientation and Leadership Development (BOLD) Program Participant @
- 2010 -2011 Volunteer and Trip Coordinator @
Robby Schaefer Education
- Miami University
Bachelor of Science - BS (Finance)
- University of Cincinnati Carl H. Lindner College of Business
Master of Business Administration - MBA (Graduate Certificate in Entrepreneurship)
- Northwestern University
- Cannon Financial Institute
Trust School I, II, III (Estate Planning)
- St. John's Jesuit High School & Academy
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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