William Shaffer Email
Wealth Management Advisor @ Shaffer Capital, LLC
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William Shaffer Location
- Galena, OH, US
William Shaffer Work
- Wealth Management Advisor @ (January 2025 - Present)
- Wealth Management Associate @ (May 2023 - July 2023)
- Intern @ (May 2022 - August 2022)
William Shaffer Education
- Ohio Northern University
Bachelor of Science in Business Administration (Finance and Marketing)
2022-2024 - Wright State University
Finance (General)
2020-2022 - St. Francis DeSales High School 2017-2020
William Shaffer Skills
- 3-Statement Modeling
- Business Valuation
- Comparable Company Analysis
- Content Creation
- Converting and Nurturing Leads
- DCF Modeling
- Digital Campaign Building
- Discounted Cash Flow
- Economic & Financial Concepts
- Ethical & Fiduciary Standards
- Financial & Valuation Modeling
- Financial Forecasting
- Financial Modeling
- Financial Planning
- Financial Statement Analysis
- Financial Statement Modeling
- Inbound Marketing
- Investment Advisory Services
- LBO Modeling
- Leveraged Buyout Model
- Leveraged Buyout Modeling
- M&A Modeling
- Marketing to Customers
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Online Advertising
- Portfolio Management
- Private Equity
- Purchase Price Allocation
- Regulatory Compliance
- Risk Assessment
- Securities & Market Knowledge
- Social Promotion
- Trading Comparables
- Transaction Comparables
- Valuation
William Shaffer Summary
- William Shaffer, based in Galena, OH, US, is currently a Wealth Management Advisor at Shaffer Capital, LLC. William Shaffer brings experience from previous roles at Shaffer Capital, LLC. William Shaffer holds a 2022 - 2024 Bachelor of Science in Business Administration in Finance and Marketing @ Ohio Northern University. With a robust skill set that includes 3-Statement Modeling, Business Valuation, Comparable Company Analysis, Content Creation, Converting and Nurturing Leads and more. William Shaffer has 1 emails on RocketReach.
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