Robert Shaffer Email and Phone Number
Self-directed and driven financial investment manager with comprehensive accomplishments leading investment portfolio design, asset allocation, market analysis, alpha ROI and client relationship teams to ensure success and achieve goals. Known for innovative thinking with strong sell-side, individual, institutional, banking, brokerage and consulting acumen. Demonstrated success developing and seamlessly executing entrepreneurial business development strategies within complex organizational structures. Recognized for maximizing performance by implementing appropriate risk management and analyzing details to gain an understanding of market/assets trends. Expertise includes developing and managing multi-million-dollar portfolios and advising C-level executives, high-net worth individuals and families. Accomplishments:* Achieved an annual asset growth of 420%* Maximize investment performance while mitigating risk by designing custom portfolios.* Managed ultra-high net worth and complex individuals and family office relationships and account.Expertise:Investments, Portfolio Management, Asset Allocations, Wealth Management, Investment Strategies, Asset Management, Financial Structuring, Risk Management, Trading, Account Management Equities, Capital Markets, Quantitative Analytics, Brokerage, Hedge Funds, Financial Planning.
Wealth Elite
View- Website:
- wealthelite.in
-
Chief Investment Officer, Client AdvisorWealth Elite Jun 2013 - PresentResponsible for developing strategies for managing a significant portfolio of investments, including meeting with fund managers, preparing and reporting on the analysis of investments and investment strategies, assists in the analysis of a variety of treasury activities including internal investment activity, external investments, banking relationships, cash management, and external relations. -
Director Asset ManagementAndrew Garrett, Inc. May 2007 - Feb 2013Buying and selling of currencies on the foreign exchange market. Performing research or analysis on a currency pair and finding situations in which a forex transaction has a chance to be profitable. Oversee and complete foreign currency trades on foreign exchanges and in worldwide commodity markets. Supervisory Responsibilities: * Oversee colleagues work when tasks are related to currency exchanges. * Assists with performance evaluations as needed. Duties/Responsibilities: * Oversees and maintains the organizations foreign currency market position. * Executes foreign currency transactions for clients. * Establishes local exchange rates for retail customers based on market fluctuations; communicates rates too and directs other staff accordingly. * Advises international clients on foreign markets and fluctuations. * Maintains current knowledge and close following of major commodity markets including crude oil, petroleum and natural gas products, agricultural products, and precious metals. * Recommends products based on international currency and commodity markets. * Performs other related duties as assigned. -
Corporate Financial AnalystAndrew Garrett, Inc. Feb 2005 - Feb 2007Help to support management decisions by providing actionable financial information, monitoring financial statements, expenses, taxes, and other financial detail to cull out where the company makes money. Through these efforts, I develop projections and search for new opportunities to build profit. -
Senior Quantitative AnalystBrokerageamerica, Inc. Jan 2004 - Mar 2005 -
Financial PlannerThomas Capital Group Nov 2003 - Jan 2004Supervise the staff and day-to-day operations, ensuring delivery of quality customer service and achievement of sales or productivity goals. Supervisory Responsibilities: * Hires and trains qualified candidates for entry-level roles. * Oversees the day-to-day workflow of the branch. * Conducts performance evaluations that are timely and constructive, providing recommendations for promotion and salary adjustment as appropriate. Duties/Responsibilities: * Collaborates with other branch and district managers to set reasonable sales and/or retail goals. * Collaborates with district manager to set performance standards. Standards may be based on financial and operational goals and required compliance with internal, local, state, and federal policies, procedures, and regulations. * Conducts regular staff meetings to ensure that goals and objectives are clearly communicated with branch staff; provides guidance and leadership to enable staff to meet these goals and objectives. * Identifies training needs and opportunities; develops and implements a plan for meeting those needs. * Maintains and develops positive relationships with existing and prospective clients, demonstrating excellent customer service and setting an example for other staff. * Participates in community activities to promote the organization and to build goodwill. * Collaborates with other managers and district managers regarding advertising, marketing, and growth campaigns. * Assists with start-up, development, and growth of new branches as needed. * Performs other related duties as assigned.
Robert Shaffer Education Details
-
Finance, General -
Finance And Financial Management Services
Frequently Asked Questions about Robert Shaffer
What company does Robert Shaffer work for?
Robert Shaffer works for Wealth Elite
What is Robert Shaffer's role at the current company?
Robert Shaffer's current role is Investment Manager at Wealth Elite.
What schools did Robert Shaffer attend?
Robert Shaffer attended Stanford University, University Of Chicago.
Not the Robert Shaffer you were looking for?
-
Robert Shaffer
Houston, Tx4ymail.com, wpi.com, wpi.com, wpi.com -
Robert Shaffer
Sugar Land, Tx3gmail.com, utmb.edu, utmb.edu4 +140926XXXXX
-
Robert Shaffer
Carrollton, Tx4gmail.com, jcp.com, fossil.com, fossilgroup.com3 +416156XXXXX
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial