Jason Hoffman
- Role
- SVP, Head of Wealth Marketing at Envestnet
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jason Hoffman
Seasoned marketer with extensive experience in financial services. Known for his ability…
Experience
SVP, Head of Wealth Marketing
Oct 2018 — Present
Envestnet is transforming the way financial advice and wellness are delivered, empowering advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Skills
- Business Development
- Insurance
- Account Management
- Email Marketing
- 401k
- Business Analysis
- Customer Service
- Crm
- Fixed Annuities
- Business Strategy
- Asset Allocation
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