Jeff Shafer

About Jeff Shafer

I am a dedicated financial services professional with extensive experience in relationship management and strategic planning. Over my career, I\'ve led national accounts, managed significant assets under management (AUM), and developed robust sales strategies. My focus has always been on fostering strategic alliances and building strong, client-centered cultures. I thrive on creating value for clients and stakeholders through optimal resource allocation and innovative solutions.I\'ve held leadership roles such as Vice President and Managing Director, overseeing comprehensive relationship strategies, managing teams, and driving substantial growth in sales and AUM. My data-driven, client-focused approach ensures that every strategy aligns with broader organizational goals. I am passionate about mentoring and coaching my teams, promoting a collaborative environment that encourages professional growth and development.My educational background includes an MBA and a BA in Journalism, which have equipped me with a strong foundation in business and communication. I continuously seek opportunities to enhance my skills and contribute to the financial services industry, always striving to transform relationships into strategic partnerships. In addition to my professional achievements, I am committed to community engagement and volunteerism. I actively participate in community activities, including supporting local high school sports teams and volunteering for charitable events.Endorsements and recommendations received from my connections were not solicited and they did not receive any form of compensation.

Experience

1. National Account Vice President (Banks and Wirehouses)

   Nationwide Financial

   Jun 2019 — Present · Columbus, OH, US

Education

• The Ohio State University

  Bachelor of Arts - BA

• Capital University

  Master of Business Administration - MBA