Carol Hoffman's Location
Poulsbo, Washington, United States, United States
Carol Hoffman's Contact Details
Carol Hoffman work email
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Carol Hoffman personal email
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Carol Hoffman phone numbers
About Carol Hoffman
At Sage Wealth Partners we are passionate about and devoted to enriching our clients lives through financial planning and coaching. With 29 years in the financial strategies industry, our experience has proven the value of understanding the most important aspects of our clients lives. As Advisory Representatives of Lincoln Financial Securities, we deliver meaningful and collaborative financial plans that focus on allowing clients the time to spend with the people they love and experiences that matter most to them. Our first priority is to provide personalized, tailored advice to help preserve and grow our clients’ legacy in line with their family mission. We believe in upholding values that align with our clients and fostering deep relationships rooted in trust.
Carol Hoffman's Current Company Details
Financial Professional at Sage Wealth Partners
Carol Hoffman Work Experience Details
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Financial AdvisorSage Wealth Partners Llc Jun 2021 - Mar 2024Serving our clients' needs ranging from the young professional building a career to the pre and post retiree preparing for their next chapter of life. At Sage, we help clients navigate complicated financial situations with professionalism and compassion. We do this through our thorough and rigorous financial planning process which includes investment and risk management and estate planning strategies. As representatives of Lincoln Financial Securities we utilize the most advanced planning tools and resources in the industry to monitor and maintain the integrity of our clients financial plans, legacy and wellbeing.Carol Hoffman is a Registered Representative of and offers securities and advisory services through Lincoln Financial Securities Corporation, a broker-dealer (member SIPC) and registered investment advisor. Sage Wealth Partners is not an affiliate of Lincoln Financial Securities Corporation. -
Financial AdvisorNavy Federal Financial Group Nov 2017 - Jun 2021Helped clients identify meaningful goals that reflect their values. Worked with clients hands-on to develop a financial plan they’re comfortable with. Followed through – making adjustments along the way to ensure that their plan kept pace with life’s inevitable changes: relocation, job status, a changing family, unexpected events or evolving priorities.
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Financial AdvisorFirst Command Financial Services Feb 2013 - Nov 2017Fort Worth, Texas, UsFirst Command Financial Services assists clients in their pursuit of financial security through investments, insurance and banking products and services. We assist families in their efforts to reduce debt, build wealth, and confidently pursue their financial goals and lifetime dreams. •Conduct comprehensive survey to identify client priorities such as retirement planning, education funding, wealth accumulation, risk management and others. •Analyze retirement spending goals, project education funding needs, review assets accumulated, and make recommendations to fund goals. •Review survivorship needs and make recommendations to manage risk to survivors’ financial well-being.•Make specific savings and investment recommendations based on the client’s risk tolerance, financial goals and time horizons.•Prepare comprehensive, integrated and personalized financial plans. Meet with clients regularly to review performance to plan, update goals and objectives, adjust savings and investing recommendations based on changes in financial situation or objectives. -
Director Of OperationsEs Seattle Llc May 2011 - Sep 2012Establish and manage all aspects of supply chain, distribution, customer service and financial business operations. Member of the senior leadership team, responsible for long term strategy and planning. Manage investor reporting and strategic projections. •Design and develop financial statements, sales and activity reports, and other performance metrics and data to measure productivity and goal achievement. •Direct and coordinate financial and budget activities to fund operations and maximize long term investment returns.•Establish and implement business policies, goals, objectives, and procedures, conferring with board members, consultants and peers.•Determine staffing requirements, and interview, hire and train new employees, or oversee those personnel processes.• Advise and support marketing and sales strategies. Determine goods and services to be sold, and set prices and credit terms, based on forecasts of customer demand.
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Entertainment & Devices Division (Edd) Global Support Quality DirectorMicrosoft Dec 2009 - May 2011Redmond, Washington, UsDesigned and implemented a Quality program to enhance Xbox and Zune global customer support operations. Monitored operational performance and identify opportunities to improve customer service. •Established Quality organization including Program Management, Operations Analysis and Quality Monitoring capabilities by hiring highly capable individuals who were assigned to complex projects redesigning worldwide customer service operations. •Developed process excellence and QA functions in order to identify quality improvement opportunities focused on improving the customer experience through issue resolution and shorter call duration. •Linked data, insights and findings to achieve new levels of customer loyalty, internal efficiency and profitability. •Designed and deployed Contact Quality Monitoring program supporting over 1 million customer transactions world-wide every month, in order to improve Xbox and Zune Contact Center agent performance. •Transitioned customer service satisfaction surveys from phone to web-based delivery worldwide in 26 languages to identify key drivers of customer satisfaction. -
Sr Supplier Diversity Program ManagerMicrosoft May 2008 - Dec 2009Redmond, Washington, UsIncreased Microsoft annual diverse supplier spend and support Public Sector and Enterprise Account sales account teams in negotiating and executing contract terms. Prepared annual Federal Small Business spending reports for Steve Ballmer’s signature. •Successfully identified and promoted diverse businesses resulting in Microsoft becoming a member of the prestigious Billion Dollar Round table, an elite group of 15 corporations spending over $1 billion annually with diverse businesses. •Improved accuracy of diverse vendor classification and certification details by selecting and implementing a cloud-based supplier diversity management system.•Represented Microsoft on two national diversity organization Boards of Directors.
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Managing PartnerHomeprojectpros, Llc Mar 2007 - Dec 2007Managed daily operations and financials of home project internet site. •Conducted competitor and market analysis, developed unique selling proposition and enhancement plan to increase site traffic and revenue.•Set up and managed all financial operations from 2005 until partnership was dissolved due to market entry of a major, well-funded competitor, Zillow.com.
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Chief, Distribution Process Owner Program Management And Strategy DivisionUnited States Department Of Defense Jun 2005 - Feb 2007Washington, Dc, UsU.S. TRANSPORTATION COMMAND directs and supervises execution of the Department of Defense strategic distribution network comprised of nearly 2,000 air cargo flights and 10,000 ground shipments per week delivering people and material to 75% of countries worldwide. As Division Chief, was responsible for improving worldwide distribution performance through cross-agency collaboration and performance analysis. •Initiated and developed enterprise-level, outcome-based distribution performance metrics framework that was approved by all four military departments for global use. •Identified and achieved cross-department approval of worldwide initiatives to integrate supply chain operations across all military services. •Designed and led Distribution Steering Group responsible for developing and prioritizing Department of Defense (DOD) distribution process and IT initiatives to improve supply chain performance. •Initiated regional distribution performance reviews bringing cross functional and geographic representatives together to collaboratively solve distribution problems. •Improved global distribution network performance resulting in faster delivery times to South America, Asia and Europe. -
Supply Corps OfficerUs Navy 1980 - 2007Washington, Dc, UsBroad range of logistics and financial management assignments with ever increasing responsibility and scope. -
Commanding OfficerFisc Puget Sound Jun 2003 - Jun 2005FLEET INDUSTRIAL SUPPLY CENTER PUGET SOUNDBremerton, WA 2003 - 2005FISC Puget Sound provides supply chain management, procurement, contracting and transportation services, technical and customer support, defense fuel products and worldwide movement of personal property services to United States Navy and other governmental agencies in the Pacific Rim.As Commanding Officer and Regional Program Director, led 590 personnel in providing logistics support. Responsible for $34M annual budget, 100K line item inventory valued at $2.7B and the largest continental U.S. defense bulk fuel facility. •Engineered complete turn-around of distribution operations performance within six months: reduced delivery times by 30%, improved inventory availability by 8% and reduced open sales orders by 80%. •Championed establishment of a Consolidated Mail Facility supporting four major US Navy bases resulting in 25% reduction in annual postal costs.
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Director, Navy Working Capital Fund MaterialNaval Supply Systems Command Jul 2001 - Jun 2003NAVAL SUPPLY SYSTEMS COMMANDMechanicsburg, PA 2001 - 2003Manages the Navy's supply system and provides material support for Navy surface ships, submarines, aircraft, and expeditionary forces. As Director, Navy Working Capital Fund Material was responsible for formulating material management policy, inventory strategy and managing $6.4B annual spare parts budget supporting all Navy ships and aircraft during a dynamic wartime environment.•Adeptly managed $6B annual spares account resulting in 6.7% improvement in aviation material availability while average monthly demand increased by 15.6%. •Financial team leader for a key industrial partnership resulting in $300M inventory consolidation to improve production support and reduce overhead costs.•Secured additional $1B to fund Navy spare parts ensuring Navy aircraft and ships were able to complete urgent missions in defense of the US and allies.
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Supply OfficerUss Iwo Jima (Lhd 7) Oct 1999 - Jun 2001Pre-Commisioning Unit and Ship Supply Officer responsible for design and establishment of all shipboard supply operations, material load out, and crew training. After start of shipboard operations, supervised 165 personnel in managing shipboard inventory, food service, retail operations, and personal services capable of supporting up to 3,200 personnel and most extensive medical and dental capability of any combatant ship worldwide (6 operating rooms and 200 hospital beds).
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AsuppoUss San Diego (Afs 6) 1992 - 1993Managed retail, food service, and pay operations supporting 800-member crew.
Carol Hoffman Skills
Personal Financial Planning
Retirement Planning
Registered Investment Advisor
Licensed Life And Health Insurance Agent
Customer Focus
Financial Management
Performance Measurement
Strategic Planning
Supply Chain Management
Inventory Management
Quickbooks
Logistics
Process Improvement
Team Leadership
Team Building
Operations Management
Cross Functional Team Leadership
Program Management
Carol Hoffman Education Details
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United States Naval AcademyEngineering -
University Of Michigan - Stephen M. Ross School Of BusinessExecutive Program
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Old Dominion UniversityBusiness
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Defense Language Institute Foreign Language CenterPortuguese Language And Literature
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Old Dominion UniversityGeneral
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Old Dominion UniversityGeneral
Frequently Asked Questions about Carol Hoffman
What is Carol Hoffman's role at the current company?
Carol Hoffman's current role is Financial Professional at Sage Wealth Partners.
What is Carol Hoffman's email address?
Carol Hoffman's email address is cd****@****msn.com
What is Carol Hoffman's direct phone number?
Carol Hoffman's direct phone number is +181776*****
What schools did Carol Hoffman attend?
Carol Hoffman attended United States Naval Academy, University Of Michigan - Stephen M. Ross School Of Business, Old Dominion University, Defense Language Institute Foreign Language Center, Old Dominion University, Old Dominion University.
What are some of Carol Hoffman's interests?
Carol Hoffman has interest in Social Services.
What skills is Carol Hoffman known for?
Carol Hoffman has skills like Personal Financial Planning, Retirement Planning, Registered Investment Advisor, Licensed Life And Health Insurance Agent, Customer Focus, Financial Management, Performance Measurement, Strategic Planning, Supply Chain Management, Inventory Management, Quickbooks, Logistics.
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