TJ Hoffman Email & Phone Number
Regional Director @ Beacon Pointe
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TJ Hoffman Location
- Texas, United States
TJ Hoffman Work
- 2022 -now Regional Director @
- 2019 -2022 VP Financial Advisor @
- 2018 -2019 Regional Vice President - Private Client Group @
- 2000 -2016 Financial Consultant, VP Sr. Account Executive, Internal Wholesaler @
TJ Hoffman Education
- University of Minnesota-Twin Cities
Bachelor's Degree (Business / Aviation)
- University of North Texas
TJ Hoffman Skills
- Investments
- Asset Allocation
- Portfolio Management
- Finance
- 401k Rollovers
- Financial Planning
- Retirement Planning
- Trading
- Spread Trading
- Insurance
- Estate Planning
- Stock Market
- Technical Analysis
- Options Strategies
- Analytical Skills
- Client Development
- Statement Analysis
- Client Presentation
- Presentations
- Sales Presentations
- Microsoft Office
- Financial Statement Analysis
- Time Management
- Morningstar
- Interpersonal Skills
- Consultative Selling
- Conflict Resolution
- Organization Skills
- Teamwork
- Relationship Building
- Interpersonal Communication
- Presentation Skills
- Business Development
- Financial Advisory
- Business Relationship Management
- Wealth Management
- Financial Services
- Investment Management
- Cold Calling
- Sales Management
- Sales
- Outside Sales
- Investment Advisory
- Wealth Management Services
- Public Relations
- salesforce
TJ Hoffman Summary
- TJ Hoffman, based in Texas, United States, is currently a Regional Director at Beacon Pointe. TJ Hoffman brings experience from previous roles at Personal Capital, Fisher Investments and Fidelity Investments. TJ Hoffman holds a Bachelor's Degree in Business / Aviation @ University of Minnesota-Twin Cities. With a robust skill set that includes Investments, Asset Allocation, Portfolio Management, Finance, 401k Rollovers and more. TJ Hoffman has 3 emails and 1 mobile phone numbers on RocketReach.
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