Creg Shaffer from Reno, NV

Creg Shaffer Phones & Addresses

Reno, NV

Work

Company:

The institute for wealth management
Jul 2017
Position:

Investment advisor, economist

Education

Degree:

Master of Science, Masters
School / High School:

Iowa State University
1990 to 1992
Specialities:

Economics

Skills

Economics • Forecasting • Essbase • Business Planning • Business Intelligence • Quantitative Modeling • Financial Analysis • Portfolio Management • Strategic Financial Planning • Asset Management • Financial Modeling • Management • Data Warehousing • Finance • Investments • Managerial Finance

Ranks

Certificate:

Securities & Exchange Commission, License Series 65

Industries

Financial Services

Name / Title

Company / Classification

Phones & Addresses

Creg V. Shaffer
M

Cvs Capital, LLC

10775 Double, Reno, NV 89521

Creg V. Shaffer
Manager

Wealth Architects, LLC, A Nevada Limited Liability Company
Consulting Services Specializing In Finance

500 Damonte Rnch Pkwy, Reno, NV 89521
(775)8296800

Creg V. Shaffer
Manager

Family Legacy Partners, LLC

500 Damonte Rnch Pkwy, Reno, NV 89521

Resumes

Investment Advisor, Economist

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Location:

Reno, NV

Industry:

Financial Services

Work:

The Institute For Wealth Management
Investment Advisor, Economist
Concert Wealth Management, Inc.
Managing Director, Investment Advisor
Target 2003 - 2011
Business Consultant, System Developer
Deloitte 1999 - 2003
Senior Manager
Federal Reserve Bank of Minneapolis Feb 1995 - Jun 1997
Manager Planning and Control

Education:

Iowa State University 1990 - 1992
Master of Science, Masters, Economics Idaho State University College of Business 1988 - 1990
Bachelors, Bachelor of Science, Economics The Institute For Wealth Management

Skills:

Economics
Forecasting
Essbase
Business Planning
Business Intelligence
Quantitative Modeling
Financial Analysis
Portfolio Management
Strategic Financial Planning
Asset Management
Financial Modeling
Management
Data Warehousing
Finance
Investments
Managerial Finance

Certifications:

Securities & Exchange Commission, License Series 65
License Series 65

Facebook

Creg Shaffer

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Friends:

Michael Tyler Abrahamson, Chuck Palmer, Daniel Crossman, Mia Head, Kathy Valdez

Classmates

Douglas High School, Mind...

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Graduates:

Nate Leising (1963-1967),
Greg Frazier (1982-1986),
Creg Shaffer (1978-1982)

Douglas High School, Wins...

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Graduates:

Joann Fowler Burgan (1988-1992),
Ammie Culbertson (1983-1987),
G Yanez (1994-1998),
Jaycie Morin (2005-2009),
Creg Shaffer (1978-1982)