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

  1. SVP, Head of Wealth Marketing

    Envestnet

    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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Jason Hoffman — SVP, Head of Wealth Marketing at Envestnet in Philadelphia, PA, US | Unifers