Executive Director, Wealth Advisor, Senior Portfolio Management Director @ (February 2002 - February 2017)
Vice President, Financial Advisor @ (January 1995 - February 2002)
Financial Advisor @ (March 1992 - January 1995)
Todd Hoffman Education
Michigan State University
B.A. (College of Business, Marketing, Economics & Finance)
1980-1984
Todd Hoffman Skills
Finance
Investment Strategies
Services
Project Management
Leadership
Investment Advisory
Entrepreneurship
Microsoft Office
Retirement Planning
Portfolio Management
Financial Services
Wealth Management
Todd Hoffman Summary
Todd Hoffman, based in Florida, United States, is currently a Founding Partner, Executive Managing Director, Wealth Manager at Steward Partners Global Advisory. Todd Hoffman brings experience from previous roles at Morgan Stanley, Salomon Smith Barney Holdings Inc. (NYSE: SB) and Raymond James Financial, Inc.. Todd Hoffman holds a 1980 - 1984 B.A. in College of Business, Marketing, Economics & Finance @ Michigan State University. With a robust skill set that includes Finance, Investment Strategies, Services, Project Management, Leadership and more. Todd Hoffman has 2 emails and 5 mobile phone numbers on RocketReach.
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