Darrin Hoffman, Cfp®

Darrin Hoffman, Cfp® Email and Phone Number

Institutional Retirement @ Vanguard
Valley Forge, PA
Darrin Hoffman, Cfp®'s Location
Doylestown, Pennsylvania, United States, United States
Darrin Hoffman, Cfp®'s Contact Details

Darrin Hoffman, Cfp® work email

Darrin Hoffman, Cfp® personal email

n/a
About Darrin Hoffman, Cfp®

Accomplished executive leader with a strong track record of success driving client development results within the Asset Manager, Banking, Broker Dealer, RIA, and Trust platforms. Proven relationship manager and investment consultant among ERISA, tax, and foundation experts for implementing Risk Based Asset Allocation Portfolios with individuals, corporations and endowments. Comprehensive Wealth Manager, CFP® with accomplishments resulting in individual, team, and organizational growth.Relationship Management • Institutional 401k Consulting • Investment Consulting • IPS Creation Executive Presentation Presence • Business Development • Attention to DetailHigh Net Worth Wealth Management • Team Leadership • Manager Due Diligence • MarketingOrganizational Development, Growth • Institutional Sales • Financial Planning • Problem Solving

Darrin Hoffman, Cfp®'s Current Company Details
Vanguard

Vanguard

View
Institutional Retirement
Valley Forge, PA
Website:
vanguard.com
Company email:
privacy@vanguard.com
Darrin Hoffman, Cfp® Work Experience Details
  • Vanguard
    Client Success Executive Institutional Retirement
    Vanguard Jan 2023 - Present
    Valley Forge, Pa, Us
    • Key relationship driver for Institutional retirement clients in excess of $1Billion of plan assets.• Ensure growth and retention of existing clients by deepening engagement.• Win new clients and mandates in 401k, 403b and Non-Qualified plans.• Lead in person meetings and reviews with clients and their committees.• Enhance client satisfaction by anticipating needs and solving problems effectively.
    View
  • Vanguard
    Senior Financial Advisor, Pas
    Vanguard Mar 2021 - Jan 2023
    Valley Forge, Pa, Us
    • Develop and retain a book of High-net-worth clients through sales and relationship management.• Create and deliver quarterly reviews covering investment returns, strategy, and planning concepts.• Provide relevant insights and actionable strategy to economic, market and tax environment.• Consult on strategic asset allocation to help clients meet goals within targeted risk profile.• Exemplify leadership qualities to mentor, develop, and coach junior staff.
    View
  • Vesper Capital Management
    Client Portfolio Manager
    Vesper Capital Management Sep 2019 - 2021
    • Represent firm and UTRN ETF to consultants, institutions, and broker dealer platforms.• Develop and produce branded institutional quality performance reporting.• Create and implement cohesive email marketing plan delivered through Mailchimp.• Oversee production of marketing collateral with graphic design vendor.• Coordinate Compliance approval process with external partners Foreside, ETC and SEI.
  • Bank Of America Merrill Lynch
    Senior Investment Consultant-Institutional 401K
    Bank Of America Merrill Lynch 2012 - 2017
    New York, Ny, Us
    • Championed national institutional ($100mm+) 401k client investment consulting – in person Plan Sponsor meetings with C -Suite Professionals. Reviewed and interpreted markets, economic data, monitor and analyze client menu design, and manager searches. • Manager due diligence, 100+ meetings per year across all categories including stable value (directly led international equity and fixed, multi sector bond) $150+ Billion AUM 401k platforms.• Spearheaded Morningstar product enhancements for customized proprietary manager factsheets.• Supported IPS Creation, manager identification, strategic asset allocation.• Transitioned manager due diligence process to comply with new DOL regulations.
    View
  • Bank Of America Merrill Lynch
    Financial Solutions Advisor
    Bank Of America Merrill Lynch 2009 - 2012
    New York, Ny, Us
    Delivered investment, savings, and liability management to Mass Affluent, Recognized top performer.• Investment Committee member- initiated changes to $31+ Billion AUM investment process.• Council to Management member- present and advocate platform changes to management. • Developed custom asset allocation solutions to align with measurable client goals and targets.
    View
  • Vantage Point Advisors
    Managing Director-Investments/Wealth Advisor
    Vantage Point Advisors 2008 - 2008
    Enhanced risk based asset allocation portfolio models ($250mil), directed Investment Committee’s research, manager due diligence and execution. Delivered fee only financial planning to $1mil+ clients.• Streamlined due diligence, selected Tamarac portfolio monitoring and rebalancing software.• Created and initiated marketing growth plan to double the revenue of the business in five years.
  • Wachovia Wealth Management
    Relationship Manager-Private Banking
    Wachovia Wealth Management 2005 - 2007
    Initiated new, retained established, and grew $2.2mil Fee revenue Trust book of High Net Worth ($2mil - $100mil) clients by integrating investments, lending, Trust and financial planning.• Expanded Trust client relationships by booking 378% of investment goal.• Established new $25mil relationship with an $800mil client.
  • Oppenheimer & Co.
    Senior Vice President/Municipal Finance Professional
    Oppenheimer & Co. 1997 - 2005
    New York, Ny, Us
    Originated tax exempt bonds and marketed to institutional accounts in addition to retail responsibilities.• Pioneered coverage of Vanguard, Franklin Templeton, Dreyfus, VanKampen, and Delaware.
    View
  • Oppenheimer & Co.
    Vice President, Investments
    Oppenheimer & Co. 1997 - 2005
    New York, Ny, Us
    Designed, constructed and managed custom equity, debt and balanced transactional portfolios.• Converted 100+ participant 401k plan through consultative sales process.
    View
  • Oppenheimer & Co.
    Branch Manager
    Oppenheimer & Co. 1997 - 2001
    New York, Ny, Us
    20+direct reports, compliance, budgets, operations, marketing, and business development.• Increased Revenue over 30% - accountable for complete P&L responsibility.
    View
  • Oppenheimer & Co.
    Associate Vice President/Financial Consultant
    Oppenheimer & Co. 1988 - 1997
    New York, Ny, Us
    Created Retail client base by cold calling and superior business networking skills.• Recognized as a top producer for volume of new accounts established.
    View

Darrin Hoffman, Cfp® Education Details

  • Drexel University
    Drexel University
    Commerce And Engineering
  • Villanova University
    Villanova University
    Completed Graduate Coursework: Master Of Business Administration Focus

Frequently Asked Questions about Darrin Hoffman, Cfp®

What company does Darrin Hoffman, Cfp® work for?

Darrin Hoffman, Cfp® works for Vanguard

What is Darrin Hoffman, Cfp®'s role at the current company?

Darrin Hoffman, Cfp®'s current role is Institutional Retirement.

What is Darrin Hoffman, Cfp®'s email address?

Darrin Hoffman, Cfp®'s email address is pa****@****aml.com

What schools did Darrin Hoffman, Cfp® attend?

Darrin Hoffman, Cfp® attended Drexel University, Villanova University.

Who are Darrin Hoffman, Cfp®'s colleagues?

Darrin Hoffman, Cfp®'s colleagues are Cam Mack, Cfp®, Danny Chanderdat, Matthew Wright, Allyson Holtz, Patrick Milligan, Ebenezer Chelladurai, Derek Whitmire, Cfp®.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.