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Brandon Hoffman

Brandon Hoffman

Investment Management Professional





Bank of the West Wealth Management / BancWest Investment Services

Regional Sales Manager, Vice President, Financial Advisor

Managed a three state territory (AZ, NM, and OK) of 27 Financial Advisors and Licensed Bankers covering 67 branches with assets of more than $350 million.
Led division to #1 in the country in 2009 from last for previous three years.
Managed territory to #2 in the country out of 37 regions.
Recruited and hired Financial Advisors and maintained territory coverage at 100%.

Trained, coached, and mentored advisors and licensed bankers to effectively present solutions to meet client needs.
Supervised and monitored trading activity, P&L, and compliance related issues for territory including branch audit services and complaint servicing and resolution.
Recruited Financial Advisors and monitored performance to ensure revenue production at full potential and territory coverage at 100%.
Implemented performance improvement plans as needed for advisor’s success and meeting revenue and plan targets.
Collaborated with Bank Senior Management and educated retail and commercial partners to establish and maintain cooperative and efficient working relationships between/across territories.
Served on new-hire and on-board training committee to establish effective and repeatable hiring process and guidelines.
Spearheaded new retail wealth management initiative, working with High-Net-Worth investors with a focus on fee-based product and solutions.
Conducted bi-weekly sales meetings to provide training in fee-based revenue growth, life insurance, long-term care, and other financial products and services.
Provided daily, weekly, and monthly reporting to management to insure organizational objectives were being met.
Disciplined and discharged employees with unsatisfactory performance levels within company policy and employment law guidelines.

Career medium 01
Career medium 01

Wells Fargo Investments

Financial Advisor, Assistant Vice President

Trailing 12 month revenue of $483,000 in final year.
Built $80 million book of business from scratch over 8 years.
Grew fee-based business and recurring revenue to over $225,000 per year.

Educated and collaborated with bank team members to identify prospects and gain introductions for meetings with individuals and businesses
Met with prospects and clients to assess financial goals, analyze investment performance, and implement financial solutions with a focus on fee-based asset management.
Motivated and coached team of licensed bankers to effectively present solutions to bank clients.
Partnered and served as liaison with internal bank specialists and divisions, building and strengthening business referrals, net new client relationships and solutions.


Merrill Lynch

Financial Consultant

Consistently met or exceeded asset and production goals
Prospected and established 401k plan for multi-state firm with 1000+ employees

Attracted new client assets through extensive cold calling, local COI networking efforts, and conducting informational seminars.
Conducted meetings with investor prospects and clients utilizing mutual funds, fee-based programs, insurance, brokerage capabilities and retirement services.
Provided financial planning to individual clients and companies to analyze current needs and long-term goals

Career medium 04

University of Arizona

Bachelor of Science, Business Administration – Finance and Accounting