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Randy Hoffman
Vice President at Idaho Trust Bank
Seasoned financial professional with 25+ years of experience in wealth management and leadership.
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Location
Middleton, Idaho, United States, US
Skills
- Wealth Management
- Retirement Planning
- Portfolio Management
- Financial Services
- Finance
- Show all
Bio
Generated by
Topline AI
Randy Hoffman is a seasoned financial professional with over 25 years of experience in wealth management, retirement planning, and portfolio management. He has held various leadership positions at top financial institutions, including Vice President at Idaho Trust Bank and VP Relationship Manager at Wells Fargo. Randy holds a Master's Degree in Personal Financial Planning and a Bachelor's Degree in Business/Finance from Brigham Young University.
Experience
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Idaho Trust Bank
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Boise, Idaho
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Vice President
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Jun 2017 - Present
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Boise, Idaho
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Specialist
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Aug 2014 - Jun 2017
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VP Relationship Manager
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2007 - 2009
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US Bank
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Idaho Falls, ID
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VP Relationship Manager
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Sep 1997 - Dec 2006
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Idaho Falls, ID
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Zions Bancorporation
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Salt Lake City, Utah
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Investment Counselor
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Aug 1988 - Dec 1994
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Salt Lake City, Utah
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Education
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2009 - 2011College for Financial Planning
Master's Degree, Personal Financial Planning -
1982 - 1984
Brigham Young University
Bachelor's Degree, Business/Finance -
1978 - 1982
Ricks College
Associate's degree
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking and Financial Services”
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