2025 -
now Vice President of Global Partnerships @
2025 -
now Founder @
2024 -
2025 Partnerships Lead - Americas @
2021 -
2024 Partnerships @
2017 -
2021 Business Development Director @
2016 -
2017 Area Assistant Vice President @
2013 -
2016 Director of Business Development @ Outland Consultants, LLC (Acquired by Lockton)
2011 -
2013 Head of Global Retirement Solutions Sales - AVP @
2010 -
2011 Financial Professional @
2000 -
2009 Regional Vice President @
Stephen Hoffman Education
University of Rhode Island
Bachelor Of Arts (Communication Studies)
1997
Stephen Hoffman Skills
Series 65
Retirement Planning
Leadership
Series 63
Coalition Development
Consulting
Social Media
International Mobility
Professional Associations
Expatriate Management
Fixed Annuities
Client Relations
Human Resources
International Pension Plans
Sales
Trade Shows
Financial Planning
Cold Calling
Networking
Cross Selling
Investments
Business Development
Communication
Finance
Series 6
401k
Asset Allocation
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Global Mobility
Sales Management
Direct Sales
Corporate Sponsorships
Securities
Professional Services
Global Human Resources Management
Customer Service
Global Retirement Plans
Conference Speaking
Customer Engagement
Client Prospecting
Sales Presentations
Retirement
Presentations
Series 7
Employee Benefits
Territory Development
Spanish
Stephen Hoffman Summary
Stephen Hoffman, based in Boston, MA, US, is currently a Vice President of Global Partnerships at Vensure Employer Solutions. Stephen Hoffman brings experience from previous roles at EOR Consulting, LLC, Omnipresent, Deel and Global Tax Network. Stephen Hoffman holds a Bachelor Of Arts in Communication Studies @ University of Rhode Island. With a robust skill set that includes Series 65, Retirement Planning, Leadership, Series 63, Coalition Development and more. Stephen Hoffman has 2 emails and 1 mobile phone numbers on RocketReach.
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