Shelly Schaefer
Vice President, Retirement Plan Consulting| Empowering plan sponsors to make a meaningful impact on their employees\' financial future by providing strategic guidance, innovative retirement solutions, and ongoing support.
- Role
- Vice President, Retirement Plan Consulting at Sageview Advisory Group
- Location
- Brownsville, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Shelly Schaefer
Shelly Schaefer, QPFC,NQPA | Vice President, Retirement Plan Consulting | SageView…
Experience
Vice President, Retirement Plan Consulting
Jan 2009 — Present
Education
Ripon College
Bachelor's degree
1990 — 1995
Skills
- Erisa
- Defined Benefit
- Retirement Plan Consulting
- Financial Advisory
- Retirement
- Investments
- Pensions
- Series 6
- 401k
- Finra
- Asset Allocation
- Securities
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