Jeff Hoffmann Location
- United States
Jeff Hoffmann Work
- 2025 - now Co-Founder @ JW Investment Partners
- 2023 - 2025 EVP, Regional President - Western Region @
- 2017 - 2023 Executive Vice President, Head of Sales, Wealth Management @
- 2012 - 2017 Regional Manager Senior Vice President @
- 2012 - 2012 Wealth Management Market Leader @
- 2009 - 2012 Private Banking Team Lead @
- 2007 - 2009 Division Private Banking Manager @ Bank of the West
- 2006 - 2007 Sales Development Manager @ Bank of the West
- 2001 - 2005 Market Manager @ Commerical Federal Bank
Jeff Hoffmann Education
- Iowa State University
BS (Finance)
1994 - 1998
Jeff Hoffmann Skills
- Series 24
- Series 7
- Series 66
- Wealth Management
- Banking
- Commercial Lending
- Credit
- Private Banking
- Loans
- Retail Banking
- Small Business Lending
- Leadership
- Commercial Banking
- Strategic Financial Planning
- Credit Analysis
- Financial Planning
- Management
- Consumer Lending
- Insurance
- Long Term Care Insurance
- Team Leadership
- Leadership Development
Jeff Hoffmann Summary
- Jeff Hoffmann, based in United States, is currently a Co-Founder at JW Investment Partners. Jeff Hoffmann brings experience from previous roles at BMO Wealth Management - U.S. and Bank of the West. Jeff Hoffmann holds a 1994 - 1998 BS in Finance @ Iowa State University. With a robust skill set that includes Series 24, Series 7, Series 66, Wealth Management, Banking and more. Jeff Hoffmann has 2 emails and 2 mobile phone numbers on RocketReach.
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