2012 -
now Senior Vice President, Portfolio Manager @
2011 -
2011 Global Wealth and Investment Management Summer Analyst Program @
Thomas Shaffer Education
Indiana University
Bachelor of Science (Business, Entrepreneurship, Finance)
2008
-
2012
Thomas Shaffer Skills
Microsoft Office
Analysis
Risk Management
Corporate Finance
Hedge Funds
Teamwork
Financial Modeling
Investment Strategies
PowerPoint
Investment Management
Trading
Management
Asset Management
Entrepreneurship
Valuation
Financial Analysis
Equities
Alternative Investments
Investments
Mutual Funds
Securities
Equity Research
Fixed Income
Wealth Management
Portfolio Management
Asset Allocation
Customer Service
Public Speaking
Strategy
Finance
Leadership
Wealth Management Services
Holistic Financial Planning
Tax Efficiency
Thomas Shaffer Summary
Thomas Shaffer, based in New York, New York, United States, is currently a Senior Vice President, Portfolio Manager at Bank of America Private Bank. Thomas Shaffer brings experience from previous roles at Bank of America. Thomas Shaffer holds a 2008 - 2012 Bachelor of Science in Business, Entrepreneurship, Finance @ Indiana University. With a robust skill set that includes Microsoft Office, Analysis, Risk Management, Corporate Finance, Hedge Funds and more. Thomas Shaffer has 2 emails and 1 mobile phone numbers on RocketReach.
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