Roger Scheffel
Senior Managing Director, Clearstead
- Role
- Senior Managing Director at Clearstead Advisory Solutions
- Location
- Norfolk, VA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Managing Director
Mar 2024 — Present · Norfolk, VA, US
Education
St. Mary's University
BBA, Accounting
1986 — 1990
Skills
- Asset Management
- Portfolio Management
- Wealth Management
- Asset Allocation
- Mutual Funds
- Mergers & Acquisitions
- Alternative Investments
- Financial Services
- Estate Planning
- Retirement Planning
- Investments
- Strategy
- Series 7
- Strategic Financial Planning
- Finance
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