Eric Hofer Email & Phone Number
@clipse.us
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Who is Eric Hofer? Overview
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Eric Hofer is listed as Chief Executive Officer at CLIPSE, a company with 7 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at clipse.us and a matched LinkedIn profile for Eric Hofer.
Eric Hofer previously worked as Securities Based Lending Consultant at Elh Consulting, Llc and Vice President at Goldman Sachs. Eric Hofer holds Master Of Business Administration (Mba), Strategic Management from Regis University.
Email format at CLIPSE
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AeroLeads found 1 current-domain work email signal for Eric Hofer. Compare company email patterns before reaching out.
About Eric Hofer
Creating a professional network of calendars.
Listed skills include Leadership, Microsoft Excel, Budgets, Microsoft Office, and 29 others.
Eric Hofer's current company
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Eric Hofer work experience
A career timeline built from the work history available for this profile.
Securities Based Lending Consultant
CurrentHelping SBLOC platforms, banks, and advisors align product strategy to market needs based on current trends and my 5 years at GS Select as Head of Client Experience.
Chief Executive Officer
Current
Vice President
Associate
Associate/Manager
Manager of Utah TaxLine team. Daily duties include: Assisting advisors with basic to complex tax treatment/consequences of investing. Explaining tax documents (1099, 1042S, 1120, 1065, REMIC). Researching current tax law and regulations. Updating reference materials with current code. Assisting other departments in the firm with cost basis regulations.
Corporate Actions Gain/Loss Representative
Pull and process daily corporate action reportResearch tax treatment of corporate actions and adjust accounts accordingly while maintaining strict accuracy and coordinating with tax team in NYCreate template examples of cost basis adjustments that could not be done systematically and worked directly with IT to ensure completion and accuracyCreated several.
Branch Services Associate
Adjust client accounts in accordance to tax and accounting rulesPrepare ad-hoc department statistics using ExcelComplete special projects involving reconciliation, data quality, and analysis of workflows and systemsReduced share discrepancy report from over 19,000 breaks to less than 900 resulting in reduction of inquiry workload for department
Financial Services Associate
Develop and maintain relationships with high net-worth individualsAchieved #1 position in local office and #7 in age-based production nationwideConstruct financial plans through the analysis and review of clients' financial statements, asset allocations, and income structure.Develop spreadsheets using Excel to project investment performanceReview.
Branch Manager
Recruit and interview prospective loan officers to increase sales force and mortgage volumeManage local office by the training and supervision of loan officers Keep strict compliance of all client paper and computer filesOriginate mortgage loans through a system of referrals and strategic relationshipsRecommend mortgage programs through the analysis of.
Loan Officer
Originate mortgage loans through a system of referrals and strategic relationshipsRecommend mortgage programs through the analysis of financial statements, credit reports and employment historyInitiated and implemented Hispanic marketing strategy
Eric Hofer education
Master Of Business Administration (Mba), Strategic Management
Bachelor Of Science, Finance
Frequently asked questions about Eric Hofer
Quick answers generated from the profile data available on this page.
What company does Eric Hofer work for?
Eric Hofer works for CLIPSE.
What is Eric Hofer's role at CLIPSE?
Eric Hofer is listed as Chief Executive Officer at CLIPSE.
What is Eric Hofer's email address?
AeroLeads has found 1 work email signal at @clipse.us for Eric Hofer at CLIPSE.
Where is Eric Hofer based?
Eric Hofer is based in Miami, Florida, United States while working with CLIPSE.
What companies has Eric Hofer worked for?
Eric Hofer has worked for Clipse, Elh Consulting, Llc, Goldman Sachs, Morgan Stanley, and 2010 Excellence Award.
Who are Eric Hofer's colleagues at CLIPSE?
Eric Hofer's colleagues at CLIPSE include Keren Toledo.
How can I contact Eric Hofer?
You can use AeroLeads to view verified contact signals for Eric Hofer at CLIPSE, including work email, phone, and LinkedIn data when available.
What schools did Eric Hofer attend?
Eric Hofer holds Master Of Business Administration (Mba), Strategic Management from Regis University.
What skills is Eric Hofer known for?
Eric Hofer is listed with skills including Leadership, Microsoft Excel, Budgets, Microsoft Office, Construction Management, Contractors, Investments, and Financial Services.
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