Pat Hoffman Email & Phone Number
Retirement Consultant @ Lincoln Financial Group
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Pat Hoffman Location
- Philadelphia, PA, US
Pat Hoffman Work
- Retirement Consultant @ (October 2023 - Present)
- Partner @ (March 2023 - July 2023)
- Premier Advisor @ (July 2021 - March 2023)
- Senior Financial Advisor @ (November 2019 - July 2021)
- Senior Financial Advisor @ (June 2018 - November 2019)
Pat Hoffman Education
- United States Naval Academy
Bachelor's Degree
Pat Hoffman Skills
- Series 7
- Asset Management
- Investments
- Mutual Funds
- Alternative Investments
- Financial Services
- Hedge Funds
- Investment Advisory
- Asset Allocation
- Financial Advisory
- Finance
- Leadership
- Management
- Sales Operations
- Asset Managment
- Customer Service
- New Business Development
- Public Speaking
- Strategy
- Portfolio Management
Pat Hoffman Summary
- Pat Hoffman, based in Philadelphia, PA, US, is currently a Retirement Consultant at Lincoln Financial Group. Pat Hoffman brings experience from previous roles at Franklin Group Financial Services In Alliance With Equitable Advisors, Truist, Vanguard and Merrill Lynch Wealth Management. Pat Hoffman holds a Bachelor's Degree @ United States Naval Academy. With a robust skill set that includes Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments and more. Pat Hoffman has 3 emails and 1 mobile phone numbers on RocketReach.
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