Robert Schaff Email & Phone Number
Founder and Managing Partner @ IA Network
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Robert Schaff Location
- Charlotte, NC, US
Robert Schaff Work
- Founder and Managing Partner @ (March 2022 - Present)
- Financial Advisor @ (March 2019 - Present)
- Financial Advisor @ (April 2022 - Present)
- Owner and Operator @ (May 2025 - Present)
- Consultant @ IAN Consulting (February 2018 - Present)
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
- Auditing
- Broker-Dealer
- Brokerage
- Certified Financial Planner
- Compliance
- Executive Management
- FINRA
- FinTech
- Financial Planning
- Financial Services
- Independence
- Independent Financial Advice
- Insurance
- Investment Management
- Investment advisors
- Leadership
- Management
- Microsoft Office
- Operations Management
- QuickBooks
- RIAs
- Regulatory Compliance
- Risk Management
- Series 24
- Series 4
- Series 66
- Series 7
- Strategic Planning
- Transitions
- Vendor Management
- Wealth Management
- Securities
- Financial Analysis
- Series 63
- Investments
- Asset Allocation
- Series 65
- HOA
- General Securities Principal
- GRI
- Broker Dealer
- Sales Management
- 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 Auditing, Broker-Dealer, Brokerage, Certified Financial Planner, Compliance and more. Robert Schaff has 3 emails and 3 mobile phone numbers on RocketReach.
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