Qka Stephen Schaefer Cima Aif Email & Phone Number | Experienced Consultant with a demonstrated history of working in the financial services industry. Skilled in Sales, Retirement Planning, Mutual Funds, ETFs, and SMAs. Strong professional with a Executive Education focused in Investment Management Theory & Practice from Yale School of Management.

Qka Stephen Schaefer Cima Aif

Experienced Consultant with a demonstrated history of working in the financial services industry. Sk...
930 43rd AvenueApartment 43, Sacramento, United States

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Qka Stephen Schaefer Cima Aif’s Email stephen.schaefer@franklintempleton.com

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Qka Stephen Schaefer Cima Aif’s Location 930 43rd AvenueApartment 43, Sacramento, United States

Qka Stephen Schaefer Cima Aif’s Current Industry The Standard

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Work Experience

The Standard

Regional Vice President - Retirement Plans

2023-12-01 00:00:00 - Present

Vestwell

Vice President - Regional Sales Director

2022-07-01 00:00:00 - 2023-11-01 00:00:00

Primark Benefits

Senior Retirement Plan Consultant

2020-11-01 00:00:00 - 2022-07-01 00:00:00

Creative Planning

Key Account Manager - Retirement Plans

2019-06-01 00:00:00 - 2020-11-01 00:00:00

Franklin Templeton

Advisor Consultant

2012-12-01 00:00:00 - 2019-06-01 00:00:00

Chase

Licensed Banker

2011-01-01 00:00:00 - 2013-01-01 00:00:00

Wells Fargo

Personal Banker

2008-01-01 00:00:00 - 2011-01-01 00:00:00

Southwest Traders

Warehouse Supervisor

2006-01-01 00:00:00 - 2007-01-01 00:00:00

C And S Wholesale Grocers

Warehouse Supervisor

2004-01-01 00:00:00 - 2006-01-01 00:00:00

Skills

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Languages

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FAQ About Qka Stephen Schaefer Cima Aif

Qka Stephen Schaefer Cima Aif is located at
930 43rd AvenueApartment 43, Sacramento, United States

Qka Stephen Schaefer Cima Aif is a Experienced Consultant with a demonstrated history of working in the financial services industry. Skilled in Sales, Retirement Planning, Mutual Funds, ETFs, and SMAs. Strong professional with a Executive Education focused in Investment Management Theory & Practice from Yale School of Management.

Qka Stephen Schaefer Cima Aif currently works in the The Standard |

No Languages Available

Qka Stephen Schaefer Cima Aif has prior
experience in the following industries:
Vestwell | Primark Benefits | Creative Planning | Franklin Templeton | Chase | Wells Fargo | Southwest Traders | C And S Wholesale Grocers

Qka Stephen Schaefer Cima Aif has the following professional experience:
The Standard | Vestwell | Primark Benefits | Creative Planning | Franklin Templeton | Chase | Wells Fargo | Southwest Traders | C And S Wholesale Grocers