Braden Hoffman, Mba Email and Phone Number
Braden Hoffman, Mba work email
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Braden Hoffman, Mba personal email
Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with The Greater Midwest Financial Group, I specialize in comprehensive financial planning services for a fee.Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.My financial planning services cover:• Retirement planning• Education planning• Estate planning strategies• Risk Management• Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements
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Financial PlannerPrudential Financial Apr 2024 - PresentFort Wayne, In• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment. -
OwnerHoffman Financial Group Llc Aug 2023 - Present
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Relationship BankerJpmorgan Chase & Co. Jan 2023 - Apr 2024• Fort Wayne site lead for BRG “Access Ability” • Member of leadership team - MOD• Make personal connections, engage, and educate customers to establish trust and build relationships• Exude confidence with clients when sharing product knowledge and solutions• Adhere to policies, procedures, and regulatory banking requirements• Acquire, manage, and retain meaningful relationships with customers, addressing their financial needs and goals through financial acumen and business knowledge• Partner with specialists to connect customers to experts who can help with specialized financial needs -
Personal Banker IiFifth Third Bank May 2022 - Nov 2022- Utilize consultative conversations to build rapport, deepen relationships, and discover customer's financial needs and goals- Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth- Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions -
Associate UnderwriterMedpro Group Jan 2022 - May 2022Fort Wayne, Indiana, United States• Process high volume, time sensitive transactions with a focus on accuracy and attention to detail. • Receive, research, document and resolve all customer inquiries/requests with accuracy and professionalism to ensure profitability and customer satisfaction. • Work with independent distribution partners to review and gather needed information for business submissions and renewal reviews • Provide data entry, initial analysis, and accounts set up transactions -
Financial Processor, Rps Money OutLincoln Financial Group Jan 2021 - May 2021United States• Underwrite retirement participants’ account requests for IRA’s, 401Ks, TSPs, personal loans, and Roth accounts• Process financial transactions in accordance with established procedures, ensuring the accuracy and completeness of information, and meeting deadlines in a high volume, production style environment• Utilize time management skills to balance processing efforts along assigned items• Work in multi-screen and multi-system environment with attention to detail• Identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality. -
Team LeaderIndiana Army National Guard Oct 2009 - Oct 2015Team Leader with 3+ years experience, leading, managing, and training a small within a high stress, dynamic work environment. Extensive skill in delegation and task management.Oversaw the safeguarding and transportation of $1M+ in military equipment an personnelExpert at understanding site security and identifying potential security flaws and concerns
Braden Hoffman, Mba Education Details
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Finance -
Finance
Frequently Asked Questions about Braden Hoffman, Mba
What company does Braden Hoffman, Mba work for?
Braden Hoffman, Mba works for Prudential Financial
What is Braden Hoffman, Mba's role at the current company?
Braden Hoffman, Mba's current role is Financial Planner at Pruco Securities, LLC.
What is Braden Hoffman, Mba's email address?
Braden Hoffman, Mba's email address is braden.hoffman@53.com
What schools did Braden Hoffman, Mba attend?
Braden Hoffman, Mba attended Purdue University Fort Wayne, Purdue University Fort Wayne.
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