Roger Scheffel Email & Phone Number
Senior Managing Director @ Clearstead Advisory Solutions
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Roger Scheffel Location
- Norfolk, VA, US
Roger Scheffel Work
- 2024 -now Senior Managing Director @
- 2009 -2024 Portfolio Manager @
- 2003 -2009 Financial Advisor @
- now Vice President @
- now Senior Manager @
Roger Scheffel Education
- St. Mary's University
BBA (Accounting)
1986-1990 - Marion 1983-1986
Roger Scheffel Skills
- Alternative Investments
- Estate Planning
- Leadership
- Retirement Planning
- Portfolio Management
- Investments
- Business Development
- Finance
- Asset Allocation
- Strategy
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Microsoft Office
- Risk Management
- Asset Management
- Marketing
- Customer Service
- Mergers and Acquisitions
- Series 7
Roger Scheffel Summary
- Roger Scheffel, based in Norfolk, VA, US, is currently a Senior Managing Director at Clearstead Advisory Solutions. Roger Scheffel brings experience from previous roles at Clearstead Advisory Solutions, UBS Financial Services, Wachovia and E & Y. Roger Scheffel holds a 1986 - 1990 BBA in Accounting @ St. Mary's University. With a robust skill set that includes Alternative Investments, Estate Planning, Leadership, Retirement Planning, Portfolio Management and more. Roger Scheffel has 2 emails and 5 mobile phone numbers on RocketReach.
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