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MEMBER PROFILE

 

Thomas Schaffer

Transitions Financial Strategies

 

Member profile details

Membership level
Triangle
First name
Thomas
Second name/initial
R
Last name
Schaffer
Title
President
Company
Transitions Financial Strategies
 

XPX ROLE

Leadership Role
Membership Chair
 

CONTACT INFORMATION

City
Raleigh
State
North Carolina
 

PROFILE INFORMATION

Profession
  • Consultant
  • Insurance
  • Wealth Manager
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Manufacturing
  • Real Estate/Construction
  • Telecommunications
  • Transportation/Storage
Transition Planning Certification or Methodology
Business Exit Institute
In Business Since
2003
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