Mark Hoffmann

Mark Hoffmann

Sr. VP, Private Wealth Transaction Manager
Orlando, Florida, United States

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Work Experience

Raymond James

SVP, Private Wealth Transaction Manager

2022-06-01 - Present

UBS

Director, Ultra High Net Worth Lender/Private Banker

2021-02-01 - 2021-12-01

Cogent Bank

Commercial Banker / Project Manager

2020-09-01 - 2021-02-01

BB&T

Vice President, In Market Wealth Lending Officer

2014-05-01 - 2020-09-01

Sterne Agee Home Loans Today

Team Lead, Sr. Relationship Manager

2012-10-01 - 2014-04-01

Charles Schwab Bank

Sr. High Net Worth Specialist

2009-09-01 - 2012-09-01

SunTrust

Realationship Manager

2004-03-01 - 2009-08-01

Skills

financial services finance technology information technology wealth management finance personal investing capital markets banking

Languages

English