Kurt Hoffmann Email & Phone Number
Vice President - Financial Consultant @ Charles Schwab
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Kurt Hoffmann Location
- Sacramento, CA, US
Kurt Hoffmann Work
- 2021 -now Vice President - Financial Consultant @
- 2018 -2021 Associate Financial Consultant @
- 2017 -2018 Marketing and Promotions Agent @
- 2016 -2016 Financial Advisor and Registered Investment Advisor Representative @
- 2014 -2015 Financial Advisor and Registered Investment Advisor Representative @
- 2011 -2013 Sales Executive @
- 2006 -2011 Assistant Director, Alternative Markets Group @
- 2005 -2006 Financial Advisor and Registered Investment Advisor Representative @
- 2004 -2005 Financial Advisor and Registered Investment Advisor Representative @
- 2001 -2004 Co-Founder @ Omni Telecommunications
- 2000 -2001 Sales Executive @
- 1999 -2000 Sales Executive @ ISPtel
- 1996 -1999 Sales Executive @
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 School
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
- New Business Development
- Risk Management
- Insurance
- Investments
- 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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