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Ellen Shafer Email & Phone Number
Analyst, Investments and Portfolio Optimization
at
Pennybacker
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Analyst, Investments and Portfolio Optimization
Location
Fort Worth, Texas, United States
Company size
Who is Ellen Shafer? Overview
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Quick answer
Ellen Shafer is listed as Analyst, Investments and Portfolio Optimization at Pennybacker, a company with 13 employees, based in Fort Worth, Texas, United States. AeroLeads shows a matched LinkedIn profile for Ellen Shafer.
Ellen Shafer previously worked as Equity Analyst at William C. Conner Foundation Educational Investment Fund and Vice President of Professional Development at Tcu Bnsf Neeley Leadership Program. Ellen Shafer holds Bachelor Of Business Administration - Bba from Texas Christian University.
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Pennybacker
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Profile bio
About Ellen Shafer
I am a Finance major in the Neeley School of Business at TCU, and was a Summer 2024 Investment Banking Analyst at Deloitte Corporate Finance in Dallas, TX. I am a hard worker, an avid learner, and passionate adventurer. High energy environments are my niche, and challenges motivate me to grow as a student, companion, employee, and leader. To whom much is given much is expected.
Listed skills include Microsoft Excel, Sailing, Google Suite, Online Tutoring, and 1 others.
Current workplace
Ellen Shafer's current company
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10 roles
Ellen Shafer work experience
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Equity Analyst
Current
May 2024 - Present
Vice President Of Professional Development
Current- Selected as one of thirty top undergraduate business students to participate in a highly competitive leadership development program involving five academic courses, a leadership institute abroad, assessments, coaching and feedback, corporate site visits, team building and community service- Serve on the Executive Cabinet to develop a strategic.
May 2022 - Present
Co-Founder And Peer Resource
Current- Developed and effectively presented a semester-long development program to the Dean of the Neeley School of Business, which features a challenging curriculum aimed at enhancing academic and professional growth, positioning participants for advancement beyond their peers.- Gathered and structured more than one hundred pages of documents and curriculum for.
Jan 2024 - Present
Transaction And Investment Professionals Board Member
Current- Selected during Sophomore year to participate in an extensive investment banking preparation program involving formal classwork to study specific investment banking concepts including valuation methodologies, relevant accounting topics and M&A analysis- Participate in weekly calls with industry professionals to develop a professional network and gain an.
Dec 2022 - Present
Investment Banking Summer Analyst
- Collaborate with various teams in Industrials, Information Technology, and Consumer Multiunit coverage groups to support sell-side engagements including pitch, deal marketing, and diligence processes - Analyze companies from financial, operational and industry perspectives; create valuations and recommendations that align with business objectives.
May 2024 - Aug 2024
Venture Builder Innovation Consultant
- Collaborate with small business owners in the Fort Worth Community to asses structural challenges, build innovative strategies, and implement creative solutions in a small team of students and professional mentors- Develop a wholistic Business Model Canvas using Design Thinking to analyze the strengths, weaknesses, and growth opportunities
Aug 2023 - Dec 2023
Us Private Client Group Junior Associate
- Provide top-notch customer service to high-net-worth private clients- Support our internal business groups by scheduling conversations between investment counselors and clients- Fulfill operational tasks to support the new account onboarding process and maintenance needs for existing client accounts- Update a variety of internal resources while getting.
Jun 2023 - Aug 2023
Tutor
Jan 2022 - May 2023
Employee
Mastered all menus to efficiently prepare any order including accommodations of special requests, operated point-of-sale and drive through computer systems, built positive customer relations with regular and irregular customers, sanitized facilities to uphold all COVID-19 guidelines
Feb 2021 - Aug 2022
4 education records
Ellen Shafer education
Bachelor Of Business Administration - Bba
Bachelor Of Business Administration - Bba, Finance And Accounting
Education record
John V. Roach Honors College
High School Diploma
FAQ
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What company does Ellen Shafer work for?
Ellen Shafer works for Pennybacker.
What is Ellen Shafer's role at Pennybacker?
Ellen Shafer is listed as Analyst, Investments and Portfolio Optimization at Pennybacker.
Where is Ellen Shafer based?
Ellen Shafer is based in Fort Worth, Texas, United States while working with Pennybacker.
What companies has Ellen Shafer worked for?
Ellen Shafer has worked for Pennybacker, William C. Conner Foundation Educational Investment Fund, Tcu Bnsf Neeley Leadership Program, Neeley Next Step, and Texas Christian University - M.J. Neeley School Of Business.
How can I contact Ellen Shafer?
You can use AeroLeads to view verified contact signals for Ellen Shafer at Pennybacker, including work email, phone, and LinkedIn data when available.
What schools did Ellen Shafer attend?
Ellen Shafer holds Bachelor Of Business Administration - Bba from Texas Christian University.
What skills is Ellen Shafer known for?
Ellen Shafer is listed with skills including Microsoft Excel, Sailing, Google Suite, Online Tutoring, and Microsoft Powerpoint.
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