Thomas Schaffer Location
- Raleigh, NC, US
Thomas Schaffer Work
- 2014 - now President @ Transitions Financial Strategies, LLC
- 2008 - now Financial Services Representative @ NYLIFE Securities
- 2007 - now Agent @
- 2009 - 2012 Partner @
- 2003 - 2007 District Manager @
- 2001 - 2003 President @ The Schaffer Group, INC
- 1979 - 2000 Director of Marketing- Final Position @
Thomas Schaffer Education
- Marist College
BA (Business Marketing)
1979 - 1983 - Arlington High School
High School
1972 - 1975
Thomas Schaffer Skills
- Retirement
- Retirement Planning
- Small Business
- Business Planning
- Training
- Employee Benefits
- Investments
- Marketing
- Finance
- Team Building
- Strategic Planning
- Sales
- IRAs
- Coaching
- Life Insurance
- Management
- 401k
- Marketing Strategy
- Leadership Development
- Disability Insurance
- Estate Planning
- Time Management
- Mutual Funds
- Networking
- Consulting
- Succession Planning
- Asset Protection
- Business Strategy
- Annuity Sales
- Licensed Life & Health Insurance Agent
- Multi-generational wealth transfer
- Wealth Preservation Planning
- Protection Planning/family Security
- Key Person Protection
- Licensed in Long-Term Care Insurance
- Leadership
- Multi Generational Wealth Transfer
- Licensed In Long Term Care Insurance
- Financial Analysis
- Licensed Life And Health Insurance Agent
- Project Management
Thomas Schaffer Summary
- Thomas Schaffer, based in Raleigh, NC, US, is currently a President at Transitions Financial Strategies, LLC. Thomas Schaffer brings experience from previous roles at NYLIFE Securities, New York Life Insurance Company and HealthMarkets, Inc.. Thomas Schaffer holds a 1979 - 1983 BA in Business Marketing @ Marist College. With a robust skill set that includes Retirement, Retirement Planning, Small Business, Business Planning, Training and more. Thomas Schaffer has 1 emails and 2 mobile phone numbers on RocketReach.
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