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Benjamin W Hoeffler

from New Richmond, WI
Age ~37

Benjamin Hoeffler Phones & Addresses

  • 1677 Grouse Way, New Richmond, WI 54017 (651) 246-4151
  • Stillwater, MN
  • 1527 Ponderosa Ln, New Richmond, WI 54017 (715) 246-3064

Work

Company: Scottrade Jun 2012 Position: Investment consultant ii

Education

Degree: Master of Business Administration (M.B.A.) School / High School: University of Wisconsin-River Falls 2012 to 2014

Skills

Portfolio Management • Investments • Series 7 • Customer Service • Trading • Risk Management • Teamwork • Series 63 • Banking • Options Strategies • Margin • Financial Risk Management • Seminar Marketing • Strategic Negotiations • Research • Valuation • Microsoft Office • Peoplesoft

Ranks

Certificate: Series 7

Industries

Financial Services

Resumes

Resumes

Benjamin Hoeffler Photo 1

Senior Financial Consultant

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Location:
New Richmond, WI
Industry:
Financial Services
Work:
Scottrade since Jun 2012
Investment Consultant II

Scottrade May 2009 - May 2012
Investment Consultant

Scottrade Oct 2008 - Apr 2009
Brokerage Office Intern
Education:
University of Wisconsin-River Falls 2012 - 2014
Master of Business Administration (M.B.A.)
University of Wisconsin-River Falls 2007 - 2009
Bachelor of Science (B.S.), Finance
Century College 2005 - 2007
Associate of Arts (A.A.), General Studies
Stillwater High School
Skills:
Portfolio Management
Investments
Series 7
Customer Service
Trading
Risk Management
Teamwork
Series 63
Banking
Options Strategies
Margin
Financial Risk Management
Seminar Marketing
Strategic Negotiations
Research
Valuation
Microsoft Office
Peoplesoft
Certifications:
Series 7
Series 63
Series 66
Benjamin W Hoeffler from New Richmond, WI, age ~37 Get Report