Craig Hoffman Email & Phone Number
Private Wealth Advisor, Managing Director @ Financial Services Company
5 free lookup(s).
Craig Hoffman Location
- Houston, TX, US
Craig Hoffman Work
- 1987 - now Private Wealth Advisor, Managing Director @
- 2012 - 2020 Board Member and Annual Giving Chair @
- 2006 - 2011 CFP® Investment Instructor @
- 2004 - 2009 CFP® Investment Instructor @
- 1987 - 1999 District Manager @ Olde Discount Stockbrokers
Craig Hoffman Education
- College for Financial Planning
(Certified Financial Planner™)
2003 - 2004 - The University of Texas at Austin
Bachelor of Arts (B.A.) (Economics)
1981 - 1985
Craig Hoffman Skills
- Strategic Planning
- Investments
- Financial Analysis
- Teaching
- Project Management
- Public Speaking
- Adult Education
- Investment
- Nonprofits
- Equities
- Underwriting
- Private Equity
- Financial Markets
Craig Hoffman Summary
- Craig Hoffman, based in Houston, TX, US, is currently a Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC. Craig Hoffman brings experience from previous roles at YMCA, Rice University, University of St. Thomas-Houston and Olde Discount Stockbrokers. Craig Hoffman holds a 2003 - 2004 College for Financial Planning. With a robust skill set that includes Strategic Planning, Investments, Financial Analysis, Teaching, Project Management and more. Craig Hoffman has 2 emails and 2 mobile phone numbers on RocketReach.
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