Victor Hoffman Email
Associate Director, Client Portal and Digital Solutions Manager @ Cresset
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Victor Hoffman Location
- Chicago, IL, US
Victor Hoffman Work
- Associate Director, Client Portal and Digital Solutions Manager @ (February 2026 - Present)
- Product and Platform Support Lead @ (January 2025 - March 2026)
- Product and Platform Support Lead @ (January 2025 - March 2026)
- Product and Platform Support Lead @ (January 2023 - June 2025)
- Advisor Product Support Specialist @ (October 2020 - June 2025)
- Service Operations Specialist @ (May 2019 - September 2020)
- Financial Advisor @ (October 2018 - April 2019)
- New Advisor @ (May 2018 - August 2018)
Victor Hoffman Education
- University of Missouri-Columbia
Bachelor of Science - BS (Personal Financial Planning)
2014-2018
Victor Hoffman Skills
- Analytical Skills
- Business Relationship Management
- Business Reviews
- CRM Software
- Client Services
- Common Sense
- Communication
- Critical Thinking
- Customer Engagement
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service Management
- Financial Advisory
- Financial Services
- Helping Clients
- Interpersonal Skills
- Investment Management
- Investment Modeling
- Investment Strategies
- Investments
- Lead Generation
- Microsoft Excel
- Microsoft Office
- Oral Communication
- Organization Skills
- Post-Sales
- Presentations
- Problem Solving
- Product Specialists
- Relationship Building
- Retirement Planning
- Sales
- Service Quality
- Strategic Thinking
- Teamwork
- Time Management
- Wealth Management Services
Victor Hoffman Summary
- Victor Hoffman, based in Chicago, IL, US, is currently a Associate Director, Client Portal and Digital Solutions Manager at Cresset. Victor Hoffman brings experience from previous roles at Focus Partners Wealth, Focus Partners Advisor Solutions and Buckingham Wealth Partners. Victor Hoffman holds a 2014 - 2018 Bachelor of Science - BS in Personal Financial Planning @ University of Missouri-Columbia. With a robust skill set that includes Analytical Skills, Business Relationship Management, Business Reviews, CRM Software, Client Services and more. Victor Hoffman has 1 emails on RocketReach.
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