Kurt Hoffmann Email & Phone Number
Vice President - Financial Consultant @ Charles Schwab
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Kurt Hoffmann Location
- Sacramento, CA, US
Kurt Hoffmann Work
- Vice President - Financial Consultant @ (February 2021 - Present)
- Associate Financial Consultant @ (June 2018 - February 2021)
- Marketing and Promotions Agent @ (May 2017 - April 2018)
- Financial Advisor and Registered Investment Advisor Representative @ (May 2016 - October 2016)
- Financial Advisor and Registered Investment Advisor Representative @ (November 2014 - December 2015)
- Sales Executive @ (December 2011 - July 2013)
Kurt Hoffmann Education
- Thunderbird School of Global Management
MBA (Global Management)
1994-1996 - Universidad Autónoma de Guadalajara 1995-1995
- Creighton University
Bachelor of Science (Business Administration)
1990-1994 - Jesuit High Sacramento
High School Diploma
1986-1990
Kurt Hoffmann Skills
- Management
- Strategic Planning
- Leadership
- Strategy
- Marketing
- Business Development
- Customer Relationship Management (CRM)
- Start-ups
- Sales
- Marketing Strategy
- 401(k) Rollovers
- Asset Allocation
- Charitable Giving
- College Planning
- Executive Compensation Planning
- Investments
- Small Business Retirement Plans
- Wealth Management
- New Business Development
- Risk Management
- Insurance
- CRM
- Start Ups
- Registered Investment Advisor
- Finance
- Customer Service
- Customer Relationship Management Crm
- Microsoft Word
- Project Management
- Public Speaking
- Customer Relationship Management
Kurt Hoffmann Summary
- Kurt Hoffmann, based in Sacramento, CA, US, is currently a Vice President - Financial Consultant at Charles Schwab. Kurt Hoffmann brings experience from previous roles at Charles Schwab, InterWest Insurance Services, Principal Financial Group and Morgan Stanley. Kurt Hoffmann holds a 1994 - 1996 MBA in Global Management @ Thunderbird School of Global Management. With a robust skill set that includes Management, Strategic Planning, Leadership, Strategy, Marketing and more. Kurt Hoffmann has 3 emails and 3 mobile phone numbers on RocketReach.
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