Ted Hoffman Email & Phone Number
Wealth Manager @ Perigon Wealth Management, LLC
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Ted Hoffman Location
- New York, NY, US
Ted Hoffman Work
- 2025 -now Wealth Manager @
- 2016 -2025 Wealth Manager @
- 2016 -2025 Associate Wealth Manager @
- 2015 -2016 Financial Services Representative, Financial Advisor @ MetLife Premier Client Group of New Jersey
- 2011 -2014 Registered Representative, New England Securities at Creative Financial Group of New Jersey @ Creative Financial Group of New Jersey
- 2008 -2011 Life Skills Counselor @
- 2003 -2010 Logistical Staff @
Ted Hoffman Education
- Georgia Southern University
MS (Kinesiology)
2006-2008 - Loyola University Maryland
BA (Liberal Arts)
2002-2006 - Monsignor Donovan High School
Ted Hoffman Skills
- Leadership
- Excel
- Windows
- Annuities
- IRA's
- Financial Advisory
- IRAs
- Management
- Investments
- Microsoft Excel
- Marketing Strategy
- Fixed Annuities
- Finance
- Roth IRA
- Disability Insurance
- Insurance
- Financial Services
- Securities
- Life Insurance
- Mutual Funds
- Claim
- Liability
- Casualty Insurance
- Analysis
- Subrogation
- Medical Terminology
- Commercial Lines
- Medical Coding
- Liability Analysis
- Accident
- Casualty
- Property
- Property Damage
- Claim Investigation
- Claims Handling
- Claims Resolution
- General Insurance
- Property and Casualty Insurance
- Customer Service
- Commercial Insurance
- Process Improvement
- Health Insurance
- Social Media
- Data Analysis
Ted Hoffman Summary
- Ted Hoffman, based in New York, NY, US, is currently a Wealth Manager at Perigon Wealth Management. Ted Hoffman brings experience from previous roles at Gitterman Wealth Management, LLC, MetLife Premier Client Group of New Jersey and Creative Financial Group of New Jersey. Ted Hoffman holds a 2006 - 2008 MS in Kinesiology @ Georgia Southern University. With a robust skill set that includes Leadership, Excel, Windows, Annuities, IRA's and more. Ted Hoffman has 2 emails and 2 mobile phone numbers on RocketReach.
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