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Ian Schaefer, CRPC®

Ian Schaefer, CRPC®

Teller Banking Representative

Followers of Ian Schaefer, CRPC®720 followers
location of Ian Schaefer, CRPC®New York City Metropolitan Area

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  • Timeline

  • About me

    Consultant, Advisory & Planning at Empower

  • Education

    • Allentown High School

      2005 - 2009
      High school diploma 3.5

      Activities and Societies: Allentown High School Symphonic Band, Allentown High School "Redbird" Marching Band, Allentown High School "Birds in Flight" Jazz Band, Spanish Honor Society

    • Rowan University

      2011 - 2013
      Bachelor of Arts (B.A.) History, International Studies 3.355

      Activities and Societies: Phi Alpha Theta History Honor Society, Rowan University Honors Program, Dean's List -Graduating member of Phi Alpha Theta History Honor Society, 2013-Enrolled in the Rowan University Honors Program, 2012-Dean's List, Fall 2011

  • Experience

    • PNC

      Oct 2013 - Jun 2014
      Teller Banking Representative

      -Greet and welcome customers to the branch and served as PNC's forefront for customer engagement.-Quickly process personal and business deposits with daily cash totals exceeding $250,000. -Drive brand loyalty and up-sale by recommending financial solutions tailored to individual customers' needs.

    • Santander Bank, N.A.

      Jun 2014 - Nov 2014
      Personal Banking Representative

      -Provide financial products and services to a diverse client base to exceed corporate goals across a broad spectrum, including but not limited to checking accounts, loans, and certificates of deposit. -Analyze and determine solutions for each customers' unique financial situation. -Build and grow customers' relationship with Santander to expand engagement and revenue. -Manage local and community off-site marketing events to promote brand awareness and grow market share.

    • Merrill Edge

      Dec 2014 - Aug 2022
      Assistant Vice President, Financial Solutions Advisor

      -Hired as an unlicensed trainee and successfully completed Series 7 and 66 exams within 120 days of hire, March 2015 -Promoted to Premier Financial Solutions Advisor (FSA), April 2016-Promoted to Financial Solutions Advisor, Managed Solutions Group, February 2017-Promoted to Assistant Vice President, Financial Solutions Advisor, August 2017-Chartered Retirement Planning Counselor (CRPC), October 2018-Selected as a pilot member for a new product launch known as Merrill Guided Investing with Advisor, November 2018-Selected as a dedicated advisor for the national launch of Merrill Guided Investing with Advisor, May 2019 Show less

    • Empower

      Aug 2022 - now
      Consultant, Advisory & Planning

  • Licenses & Certifications

    • Series 66: Uniform Combined State Law Examination

      North American Securities Administrators Association (NASAA)
      Mar 2015
      View certificate certificate

    • NMLS Certified

      Nationwide Mortgage Licensing System and Registry (NMLS)
      Jul 2014

    • Series 7: General Securities Representative

      Financial Industry Regulatory Authority (FINRA)
      Mar 2015
      View certificate certificate

    • Chartered Retirement Planning Counselor (CRPC)

      College for Financial Planning
      Oct 2018