Vice President - Financial Consultant
Current
Feb 2021 - Present
AeroLeads people directory · profile
Kurt Hoffmann Email & Phone Number
Vice President - Financial Consultant at Charles Schwab
at
Charles Schwab
1 work email found
@schwab.com
12 phones found area 916, 618, 972, 402, 602, and 805
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - Financial Consultant at Charles Schwab
Location
Sacramento, California, United States
Who is Kurt Hoffmann? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kurt Hoffmann is listed as Vice President - Financial Consultant at Charles Schwab at Charles Schwab, based in Sacramento, California, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 916, 618, 972, 402, 602, 805, and a matched LinkedIn profile for Kurt Hoffmann.
Kurt Hoffmann previously worked as Vice President - Financial Consultant at Charles Schwab and Associate Financial Consultant at Charles Schwab. Kurt Hoffmann holds Mba, Global Management from Thunderbird School Of Global Management.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Kurt Hoffmann. Compare company email patterns before reaching out.
Profile bio
About Kurt Hoffmann
Dynamic financial services professional with over twenty years of experience in the Financial Services and Technology Industries. MBA in Global Management.
Listed skills include Insurance, Leadership, Risk Management, Management, and 12 others.
Current workplace
Kurt Hoffmann's current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles
Kurt Hoffmann work experience
A career timeline built from the work history available for this profile.
Associate Financial Consultant
Jun 2018 - Feb 2021
Marketing And Promotions Agent
Marketing, new business development, community engagement, internal projects, and strategic growth initiatives.InterWest has been a trusted insurance partner since 1910. We offer a full range of business and personal insurance products and services. With more than $500 million in premiums purchased on behalf of our customers every year, and representing over 75 insurance companies, we make our clients' financial care and growth a priority.SpecialtiesProperty & Casualty, Personal Insurance, Employee Benefits & Group Health, Claims Services, Loss Control Services, Surety/Fidelity, Professional Liability, Professional Employee Organizations, Directors & Officers, Human Resources ConsultingHeadquarters8950 Cal Center Dr, Bldg 3, 2nd Floor, Sacramento, CA 95826Websitehttp://www.iwins.com
May 2017 - Apr 2018
Financial Advisor & Registered Investment Advisor Representative
Creating enduring financial security for clients
May 2016 - Oct 2016
Financial Advisor & Registered Investment Advisor Representative
Provided financial planning and investment management services to clients.
Nov 2014 - Dec 2015
Sales Executive
Sales Executive for mid-to-large corporate clients at global provider of risk management, commercial insurance, and consulting solutions.Managed internal process, team, and specialists to create presentations for client review. New business development and ongoing relationship management with C-level executives; all industries locally and regionally.
Dec 2011 - Jul 2013
Assistant Director, Alternative Markets Group
Provided risk management and insurance solutions to businesses. Consultant to multi-billion dollar hedge fund Glenview Capital; advising it on the Insurance Industry.
May 2006 - Dec 2011
Financial Advisor & Registered Investment Advisor Representative
Provided financial planning and investment management services to clients.
Jun 2005 - May 2006
Financial Advisor & Registered Investment Advisor Representative
Provided financial planning and investment management services to clients.
Apr 2004 - Jun 2005
Co-Founder
Omni Telecommunications
Created company which lowered operating costs for phone companies and corporate IT departments.
Dec 2001 - Mar 2004
Sales Executive
Created significant year-over-year revenue growth from new and existing Telecommunications Industry clients. Landed large new contract with major national Telecommunications Carrier.
Oct 2000 - Dec 2001
Sales Executive
Isptel
Recruited Internet Service Providers across the country to join venture capital-backed startup's global Voice-Over-The-Internet network so they could offer digital voice and enhanced services to their customers.
Jun 1999 - Sep 2000
Sales Executive
Sold IBM products and services to corporate clients. Honored with MVP Award and multiple Marketing Excellence Awards for exceptional sales performance.
Jun 1996 - May 1999
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
SD
Sean Dye, Aif®
Colleague at Charles SchwabAustin, Texas, United States
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ML
Marcell Lattin
Colleague at Charles SchwabUnited States
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LM
Lawrence Morgan
Colleague at Charles SchwabFort Worth, Texas, United States
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JL
Johnny Laychaypha
Colleague at Charles SchwabDenver, Colorado, United States
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EN
Eric Norrell
Colleague at Charles SchwabFort Worth, Texas, United States
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PM
Payton Murray
Colleague at Charles SchwabIrving, Texas, United States
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AF
Arleen Fujimoto
Colleague at Charles SchwabDenver, Colorado, United States
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JW
Jamie Wecker
Colleague at Charles SchwabEnglewood, Colorado, United States
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SD
Sameer Deshmukh
Colleague at Charles SchwabPhoenix, Arizona, United States
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SA
Shaylene Anderson
Colleague at Charles SchwabLittleton, Colorado, United States
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Sean Dye, Aif®
Colleague at Charles SchwabAustin, Texas, United States
View →
ML
Marcell Lattin
Colleague at Charles SchwabUnited States
View →
LM
Lawrence Morgan
Colleague at Charles SchwabFort Worth, Texas, United States
View →
JL
Johnny Laychaypha
Colleague at Charles SchwabDenver, Colorado, United States
View →
EN
Eric Norrell
Colleague at Charles SchwabFort Worth, Texas, United States
View →
PM
Payton Murray
Colleague at Charles SchwabIrving, Texas, United States
View →
AF
Arleen Fujimoto
Colleague at Charles SchwabDenver, Colorado, United States
View →
JW
Jamie Wecker
Colleague at Charles SchwabEnglewood, Colorado, United States
View →
SD
Sameer Deshmukh
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
SA
Shaylene Anderson
Colleague at Charles SchwabLittleton, Colorado, United States
View →
4 education records
Kurt Hoffmann education
Mba, Global Management
Thunderbird School Of Global Management
Education record
Universidad Autónoma De Guadalajara
Bachelor Of Science, Business Administration
Creighton University
High School Diploma
Jesuit High Sacramento
FAQ
Frequently asked questions about Kurt Hoffmann
Quick answers generated from the profile data available on this page.
What company does Kurt Hoffmann work for?
Kurt Hoffmann works for Charles Schwab.
What is Kurt Hoffmann's role at Charles Schwab?
Kurt Hoffmann is listed as Vice President - Financial Consultant at Charles Schwab at Charles Schwab.
What is Kurt Hoffmann's email address?
AeroLeads has found 1 work email signal at @schwab.com for Kurt Hoffmann at Charles Schwab.
What is Kurt Hoffmann's phone number?
AeroLeads has found 12 phone signal(s) with area code 916, 618, 972, 402, 602, 805 for Kurt Hoffmann at Charles Schwab.
Where is Kurt Hoffmann based?
Kurt Hoffmann is based in Sacramento, California, United States while working with Charles Schwab.
What companies has Kurt Hoffmann worked for?
Kurt Hoffmann has worked for Charles Schwab, Interwest Insurance Services, Principal Financial Group, Morgan Stanley, and Aon.
Who are Kurt Hoffmann's colleagues at Charles Schwab?
Kurt Hoffmann's colleagues at Charles Schwab include Sean Dye, Aif®, Marcell Lattin, Lawrence Morgan, Johnny Laychaypha, and Eric Norrell.
How can I contact Kurt Hoffmann?
You can use AeroLeads to view verified contact signals for Kurt Hoffmann at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Kurt Hoffmann attend?
Kurt Hoffmann holds Mba, Global Management from Thunderbird School Of Global Management.
What skills is Kurt Hoffmann known for?
Kurt Hoffmann is listed with skills including Insurance, Leadership, Risk Management, Management, New Business Development, Strategic Planning, Investments, and Strategy.
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