Robert Schaff Email & Phone Number
Founder and Managing Partner @ IA Network
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Robert Schaff Location
- Charlotte, NC, US
Robert Schaff Work
- 2022 -now Founder and Managing Partner @
- 2019 -now Financial Advisor @
- 2022 -now Financial Advisor @
- 2025 -now Owner and Operator @
- 2018 -now Consultant @ IAN Consulting
- 2020 -2022 Instructor @
- 2016 -2018 Director of Operations @ Great Lakes & Atlantic
- 2014 -2016 Senior Examiner @
- 2013 -2014 Audit Leader @
- 2012 -2013 Supervisory Principal @
- 2011 -2012 Senior Examiner @
- 2008 -2011 Examiner @
- 2007 -2008 Analyst @
- 2005 -2007 Intern @
Robert Schaff Education
- University of North Carolina at Charlotte
Master of Business Administration (M.B.A.)
2012-2014 - University at Buffalo
Bachelor of Science (Business Administration)
2003-2007
Robert Schaff Skills
- Securities
- Financial Analysis
- Series 7
- Series 63
- FINRA
- Investments
- Series 24
- Asset Allocation
- Risk Management
- Series 65
- Auditing
- HOA
- Broker-Dealer
- Compliance
- Leadership
- Series 4
- General Securities Principal
- Brokerage
- GRI
- Broker Dealer
- Investment Advisors
- Operations Management
- Financial Planning
- Wealth Management
- Sales Management
- Financial Services
- Vendor Management
- Microsoft Office
- QuickBooks
- Management
- Rias
- Series 66
- Transitions
- Strategic Planning
- Training
Robert Schaff Summary
- Robert Schaff, based in Charlotte, NC, US, is currently a Founder and Managing Partner at IA Network. Robert Schaff brings experience from previous roles at Uptown Partners, Stockham Financial Charlotte, Metro Glamping and IAN Consulting. Robert Schaff holds a 2012 - 2014 Master of Business Administration (M.B.A.) @ University of North Carolina at Charlotte. With a robust skill set that includes Securities, Financial Analysis, Series 7, Series 63, FINRA and more. Robert Schaff has 3 emails and 2 mobile phone numbers on RocketReach.
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