Pete Hoffman Email & Phone Number

Menasha, Wi, Us

Forvis Mazars Private Client services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP

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FORVIS was created by the merger of equals between BKD and DHG. We now have the scale and scope of a dynamic, top 10 professional services firm—but we’ll continue our legacy of Unmatched Client Experiences with remarkable care, expertise, and drive.Our clients benefit from a single organization with the enhanced capabilities of an expanded national platform, deepened industry mastery, greater resources, and innovative advisory services. Our aim is to help you succeed today while preparing you to forge ahead into a clear future.

Springfield, Missouri, Us

Effective March 1, 2022 Ledgeview Partners has joined BKD

Us, Us

Us, Us

Ledgeview Partners is a business and technology consulting company who partners with organizations to transform sales, marketing and customer service operations & processes that are supported by core technologies including Customer Relationship Management (CRM) and Marketing Automation.Ledgeview Partners’ consultants combine savvy business intellect with strong technological aptitude to provide solutions that extend well beyond software implementations. It’s about building relationships, transforming business, and delivering phenomenal customer experiences.Ledgeview Partners is a Microsoft Dynamics Gold Partner and a Salesforce Silver Consulting Partner. Learn more at ledgeviewpartners.com.

Appleton, Wisconsin, Us

• Successfully developed and implemented a CRM software program (Microsoft Dynamics CRM), which provided leadership and associates with a transparent customer database improving business development leads, opportunities, communication, efficiency, forecasting and reporting.• Created and implemented over 100 Microsoft Dynamics CRM custom parts (callout, workflow, data migration, email integration, new web forms, sitemap, and ISV functions) to plug into out-of-the box MS CRM Solution utilizing the MS CRM SDK tool.• Produced over 500 customizations within the Dynamics CRM software including, but not limited to: entities, forms, fields, pick lists, data mapping, workflows, icons, and entity relationships.• Effectively trained over 45 associates on new CRM sales tools and systems.• Created individualized reports and user views for management and associates detailing current sales activities.• Performed dynamic presentations to over 50 associates utilizing CRM Software.• Assisted in creating the company’s business development strategy document, which provided a focused “how-to-approach” to new business development utilized throughout the organization.• Researched, established, created profiles, trained and presented to associates, and implemented social media policies/procedures and standards that provided the company with innovative and visible marketing tools to enhance and develop new business.• Managed and maintained an average of 35 existing client relationships while also developing new business opportunities within the Midwest.• Provided leadership and training in successful sales techniques.

• Responsible for maintaining over 25 existing customers while developing new business relationships within North and South Dakota, Minnesota and Western Wisconsin.• Increased sales within my territory by over 10% within the first year.• Out of over 50 sales associates, was the only one to successfully sell a brand new in-mold labeling container, increasing my annual revenue, from one customer, by over $1,000,000.• Suggested to the owner, and participated on a team that developed and redesigned the company website and logo, which provided a more visible and professional presentation to customers.

Minneapolis, Mn, Us

• Responsible for assisting customers in knowledge and troubleshooting of electronics products.• Received recognition for achievement in sales promotions and helped store to exceed holiday sales forecasts.

• Responsible for managing all financial aspects of the business including organizing the budget, advertising for concerts and new products, negotiating prices for concerts, and deciding where to sell products.• Initiated and managed the creation of the first “Limestones” live, in concert DVD, along with hiring subcontractors to record, create, edit, design and duplicate the product.• Exceeded 2002/2003 business goal of $20,000 in revenue.

Athlone,, Co. Westmeath,, Ie

• Responsible for developing an interviewing guide leading to research of employee and management opinions, satisfaction, and company goals for a large planning, design and construction firm (Hoffman, LLC).• Arranged and conducted over 20 interviews with both upper and lower management leading to knowledge that was integral in strategic planning for company leadership.• Analyzed and gathered data and created a written report offering suggestions for ways to improve the company.

Ba, Psychology, Management Studies

Mn Real Estate License, Real Estate

Education record

Ge, General

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