John Hoffner Email & Phone Number
@vanguard.com
LinkedIn matched
Who is John Hoffner? Overview
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John Hoffner is listed as Investment Consultant at Vanguard, a with 25515 employees, based in West Chester, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for John Hoffner.
John Hoffner previously worked as Relationship Specialist at Vanguard and Sales Consultant at Vanguard. John Hoffner holds Bachelor Of Arts - Ba, Economics from Rutgers University.
Email format at Vanguard
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AeroLeads found 1 current-domain work email signal for John Hoffner. Compare company email patterns before reaching out.
About John Hoffner
Experienced investment consultant with a proven track record in providing exceptional service and driving sales growth. With a background in finance and a strong focus on client satisfaction, I have been a trusted initial point of contact for high opportunity client service requests. Skilled in conducting thorough research, I excel at assessing client needs and delivering tailored solutions that align with their unique circumstances and objectives.Throughout my career, I have cultivated proficiency in product knowledge, showcasing brokerage funds, products, and services to clients when appropriate. As a dedicated mentor, I take pride in coaching and guiding new hires, helping them seamlessly transition into their roles. My licenses include Series 7 and 66, complementing my Miller Heiman Professional Selling Skills certification.Education-wise, I hold a Bachelor of Arts in Economics, Magna cum laude, from Rutgers University, as well as an Associate of Science in Business Administration from Rowan College at Burlington County.
John Hoffner's current company
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John Hoffner work experience
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Relationship Specialist
Current
Sales Consultant
• Serve as the initial point of contact for high opportunity client service requests via inbound phone channels• Conduct research for client requests• Transition from service to sales utilizing the Miller Heiman Professional Selling Skills model• Perform assessments of client needs to determine best solution pertaining to their unique circumstances, goals, and objectives• Develop and maintain proficient knowledge of Vanguard funds, products, and services and position those to clients where appropriate• Coach and mentor new hires leveraging my skills and experience to smoothly transition them into the role
Universal Banker
•Processed all banking transactions including deposits, withdrawals, transfers, cashing checks, loan payments, safe deposit box rentals, selling gift cards, money orders, and bank checks. •Opened new deposit and checking accounts and explained these products to customers. •Answered inquiries or provided explanations of all banking products and services including renegotiation of CDs.•Cross sold bank’s products and services.•Created a warm, welcoming, and friendly customer-centric branch environment.
Front Desk Staff
•Greet, check in, and assist members and potential clients as they enter the club. •Cold-called customers to upsell the company’s memberships and services.•Administered payments made by the members.•Effectively resolved and reported all customer complaints.•Perform periodic checking of the cleanliness and order of the club, locker rooms, and pool.
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts for 25515 employees →
Tyler Park
Colleague at VanguardUnited States
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RD
Roxane Dirocco
Colleague at VanguardDowningtown, Pennsylvania, United States
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RJ
Robert Johns
Colleague at VanguardCharlotte, North Carolina, United States
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AB
Annmarie Bjorklund, Cfp ®
Colleague at VanguardGreater Phoenix Area, United States
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KR
Karthik Reddy Kusam
Colleague at VanguardGreater Philadelphia, United States
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CM
Cam Mack, Cfp®
Colleague at VanguardArden, North Carolina, United States
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JH
Joshua Henry
Colleague at VanguardGreater Philadelphia, United States
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AM
Andrew M.
Colleague at VanguardCharlotte, North Carolina, United States
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IS
Ignacio Saralegui
Colleague at VanguardPhiladelphia, Pennsylvania, United States
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LN
Luke Neely, Cfp®
Colleague at VanguardCharlotte Metro, United States
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John Hoffner education
Bachelor Of Arts - Ba, Economics
Associate Of Science - As, Business Administration And Management, General
Frequently asked questions about John Hoffner
Quick answers generated from the profile data available on this page.
What company does John Hoffner work for?
John Hoffner works for Vanguard.
What is John Hoffner's role at Vanguard?
John Hoffner is listed as Investment Consultant at Vanguard.
What is John Hoffner's email address?
AeroLeads has found 1 work email signal at @vanguard.com for John Hoffner at Vanguard.
Where is John Hoffner based?
John Hoffner is based in West Chester, Pennsylvania, United States while working with Vanguard.
What companies has John Hoffner worked for?
John Hoffner has worked for Vanguard, Columbia Bank New Jersey, and La Fitness.
Who are John Hoffner's colleagues at Vanguard?
John Hoffner's colleagues at Vanguard include Tyler Park, Roxane Dirocco, Robert Johns, Annmarie Bjorklund, Cfp ®, and Karthik Reddy Kusam.
How can I contact John Hoffner?
You can use AeroLeads to view verified contact signals for John Hoffner at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did John Hoffner attend?
John Hoffner holds Bachelor Of Arts - Ba, Economics from Rutgers University.
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