Assistant Advisor
CurrentHelping RFG clients to live for today, plan for life, and achieve their financial goals
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@rosselotfinancial.com
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Sean Schaeffer is listed as Assistant Advisor at Rosselot Financial Group, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at rosselotfinancial.com and a matched LinkedIn profile for Sean Schaeffer.
Sean Schaeffer previously worked as Finance Intern at Rosselot Financial Group and Financial Planning & Analysis Co-OP at Paycor. Sean Schaeffer holds Bachelor Of Business Administration - Bba, Marketing And Finance from University Of Cincinnati Carl H. Lindner College Of Business.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer,member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Rosselot Financial Group and Cambridge are not affiliated
Listed skills include Leadership, Marketing, Customer Service, Sales, and 1 others.
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Cincinnati, Ohio, US
Helping RFG clients to live for today, plan for life, and achieve their financial goals
Cincinnati, Ohio, US
- Extensive use of Redtail CRM and eMoney Wealth Management System, as well as Microsoft Excel- Assist in the ongoing evaluation of client portfolio performance- High interaction with insurance-related business inquiries
Cincinnati, OH, US
-Created expense schedules for each sector of Paycor-Assisted in the creation of forecasting schedules-Heavy utilization of Microsoft Excel and other Microsoft Office applications
- Designed Direct Marketing campaign in order to increase customer traffic in store- Gained valuable personal selling and emotional intelligence skills- Repeatedly won recognition as a top salesman of the month
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Sean Schaeffer works for Rosselot Financial Group.
Sean Schaeffer is listed as Assistant Advisor at Rosselot Financial Group.
AeroLeads has found 1 work email signal at @rosselotfinancial.com for Sean Schaeffer at Rosselot Financial Group.
Sean Schaeffer is based in Cincinnati, Ohio, United States while working with Rosselot Financial Group.
Sean Schaeffer has worked for Rosselot Financial Group, Paycor, and Tri-State Compounding Pharmacy Llc.
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Sean Schaeffer holds Bachelor Of Business Administration - Bba, Marketing And Finance from University Of Cincinnati Carl H. Lindner College Of Business.
Sean Schaeffer is listed with skills including Leadership, Marketing, Customer Service, Sales, and Writing.
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