SCHATZ, Roland: CAFA®

Roland has spent over twenty years dealing with professionals and business owners and almost fourteen years in financial services. He has worked with clients ranging from individuals and business owners to some of the largest Fortune 500 companies in North America. Prior to joining Clarity, Roland spent almost a decade in sales and management with a large private firm. He managed sales teams in three provinces and relationships representing over $500 Million in investments with his firm. His focus was on understanding and delivering against the needs of high net worth clients and their trusted advisors. He is passionate about finding efficient and innovative ways to help clients in managing risk and preserving wealth.