Robert Schafer
About Robert Schafer
Robert Schafer is a Private Client Banker at Chase in Franklin, Wisconsin, with a background in economics and experience in various customer service roles. He has worked in the banking and hospitality sectors, including positions at American Serb Memorial Hall and Sobelmans Inc.
Work at Chase
Robert Schafer has been employed at Chase as a Private Client Banker since 2021. In this role, he provides personalized banking services to high-net-worth clients, focusing on wealth management and financial planning. His responsibilities include assessing clients' financial needs, recommending appropriate banking products, and ensuring a high level of customer service. His experience in the financial sector contributes to his ability to manage complex client relationships effectively.
Previous Experience in Banking and Finance
Prior to his current position at Chase, Robert Schafer worked at Equitable as a Retirement Professional from 2020 to 2021. In this role, he focused on retirement planning and investment strategies for clients. His earlier work experience includes roles in customer service and management, such as his tenure as Floor Manager at American Serb Memorial Hall from 2011 to 2014 and as Host & Server at Sobelmans Inc. from 2016 to 2018.
Education and Expertise
Robert Schafer earned a Bachelor of Science degree in Economics from the University of Wisconsin-Madison, completing his studies from 2015 to 2020. His academic background in economics provides him with a solid foundation in financial principles, market analysis, and economic theory, which supports his work in the banking sector.
Background
Robert Schafer is based in Franklin, Wisconsin, United States. His career spans various roles in customer service and finance, showcasing his adaptability and commitment to client satisfaction. His diverse work experience has equipped him with skills in management, client relations, and financial advisory.