Financial Consultant@ Fidelity Investments
Tampa, Florida, United States
Grant Schafler
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University of Florida
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Tell me more about Grant Schafler?
FlashIntel GPTGrant Schafler is a Regional Relationship Manager at Fidelity Investments with 11.5 years of experience in financial analysis, portfolio management, and investments. He has a strong background in financial modeling, risk assessment, and asset allocation. Grant has worked at Fidelity Investments in various roles, including Financial Consultant and Premium Relationship Associate. He is skilled in leadership, management, and strategic financial planning. Grant is based in Tampa, Florida.
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Emails and Phone Numbers
About
Regional Relationship Manager at Fidelity Investments
Work Experience
Financial Consultant
Financial Consultant
Financial Consultant
Premium Relationship Associate
Premium Relationship Associate
Financial Services
Grant Schafler's Professional Milestones
- Premium Relationship Associate (2012-04-01~2013-06-01): Strengthened relationship-building efforts, fostering trust and collaboration among stakeholders.
- Financial Consultant (2015-06-01~2017-01-01): Provided expert guidance on investment strategies, enhancing client assets and delivering favorable results.
Education
Business Administration And Management,
General
2004-2008Skill
Financial Analysis
Portfolio Management
Investments
Asset Management
Financial Modeling
Financial Risk
Asset Allocation
Finance
Series 7
Risk Assessment
Mutual Funds
Series 63
Leadership
Management
Asset Managment
Financial Services
Sales
Retirement Planning
New Business Development
Fixed Annuities
Valuation
Fixed Income
Financial Reporting
Strategic Financial Planning
Forecasting
Insurance
Investment Strategies
Business Development
Life Insurance
Securities
Corporate Finance
Bloomberg
Due Diligence
Process Improvement
Wealth Management
Risk Management
Strategic Planning
Certification
Colleagues
Ron Darwin
investment advisor representative and business owner
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Anton Vaskovtsev
Product Owner
Brandy Reed
Chief Executive Officer | Business Owner
Other Named Grant Schafler
Frequently asked questions
We found 3 Grant Schafler's email addresses
We found 2 Grant Schafler's phone numbers
Grant Schafler's social media include: Linkedin,
Grant Schafler works for Fidelity Investments
Grant Schafler's role in Fidelity Investments is Financial Consultant
Grant Schafler works in the industry of Financial Services
Grant Schafler's colleagues are Ron Darwin,John Grdina,Steve Boyd
Grant Schafler's latest job experience is Financial Consultant at Fidelity Investments
Grant Schafler's latest education in University of Florida
