M

Max Hoffman's
email & phone

Current Position:

Financial Planning Associate at The Potter Financial Group Inc.

Experience:

8 years

Location:

Raleigh, North Carolina, United States

How to contact Max Hoffman

emailh*******m@potterfinancialgroup.com
phone+1-***-***-5693
LinkedIn
YouTube
Skype

Work Experience

Financial Planning Associate at The Potter Financial Group Inc.

Mar 2023 - Current

Certified Financial Planner Certification Education Program at Northwestern University School of Professional Studies

Jan 2022 - Current

Workplace Planning Consultant I at Fidelity Investments

Apr 2021 - Dec 2021

Financial Advisor at Equitable Advisors

Jun 2020 - Nov 2020

College Financial Representative at Northwestern Mutual

Sep 2019 - Dec 2019

Vice President Finance at Delta Upsilon International Fraternity

Nov 2018 - Nov 2019

Max Hoffman started working in 2018, then the employee has changed 5 companies and 5 jobs. On average, Max Hoffman works for one company for 1 year 7 months.

Education

Bachelor's degree at Elon University - Martha and Spencer Love School of Business

High School Diploma at Shady Side Academy

Frequently Asked Questions

What is Max Hoffman's minimum period of employment in the companies?

Max Hoffman's minimum period of employment in various companies is 3 months.

What is Max Hoffman's average duration of employment for different companies?

On average, Max Hoffman works for one company for 7 months

What industries has Max Hoffman worked in?

Max Hoffman works in the Financial Services. Previously, Max Hoffman worked in the Higher Education, and Nonprofit Organization Management.

What positions has Max Hoffman held before?

Previously, Max Hoffman worked as a Certified Financial Planner Certification Education Program, and Workplace Planning Consultant I, and Financial Advisor, and College Financial Representative, and Vice President Finance.

How do I contact Max Hoffman?

Max Hoffman's email address is h*******m@potterfinancialgroup.com, phone number is +1-***-***-5693. Sign up to get contact details.

Who are Max Hoffman's peers at other companies?

Max Hoffman's peers at other companies are Emily Yuhao Wang and Naomi Malacas and Caitlin Pilisuk
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Max Hoffman Namesakes

Name
Company
Position
M
Operations Supervisor
M
Business Development Representative

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