Summary
Overview
Work History
Education
Skills
Extracurriculars
Awards
Timeline
Generic
Cameron Hoffman

Cameron Hoffman

Modesto,CA

Summary

Dedicated individual skilled in facilitating client account management and enhancing customer service. Demonstrated success in organizing client meetings and collaborating with teams to uphold compliance standards, increasing operational efficiency and client satisfaction.

Overview

6
6
years of professional experience

Work History

Intern

Affirm Wealth Advisors - Ameriprise
Peoria, Arizona
05.2026 - Current
  • Scheduled and prepared essential materials for client meetings to enhance communication and engagement.
  • Managed client account documentation for financial advisors, ensuring accurate and timely records.
  • Managed data entry of client information into financial planning software systems.
  • Worked with team members to maintain compliance with industry regulations, supporting risk management efforts.
  • Participated in team meetings to discuss project updates and client feedback initiatives.

Clerical

Patrice Hoffman, Realtor
06.2020 - Current
  • Completed day-to-day duties accurately and efficiently.
  • Designed and produced real estate materials, including flyers and postcards, to enhance marketing efforts. Organized and digitized data for streamlined access and improved information management.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.

Work Study

Veteran Success Center
08.2023 - 05.2024
  • Facilitated access to benefits for veterans and their dependents to enhance academic and financial success in college.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Completed day-to-day duties accurately and efficiently.

Finance Intern (Shadowing)

Raymond James
06.2022 - 08.2022
  • Shadowed Vice President to learn client interaction techniques and financial strategy development. Gained exposure to client meetings and financial advising strategies, enhancing understanding of fixed income operations.

Education

Finance

Grand Canyon University
Phoenix, AZ
12-2026

High School -

Ripon Christian Schools
Ripon
01-2023

Skills

  • Data management
  • Financial documentation
  • Compliance awareness
  • Project management
  • Customer service
  • Client communication
  • Verbal and written communication
  • Team collaboration
  • Team Player
  • Problem-solving
  • Fast learner

Extracurriculars

  • Co-founder of the multicultural club
  • GCU SEBC

Awards

Academic excellence, Athletic Scholar, Sacramento State Dean’s List

Timeline

Intern

Affirm Wealth Advisors - Ameriprise
05.2026 - Current

Work Study

Veteran Success Center
08.2023 - 05.2024

Finance Intern (Shadowing)

Raymond James
06.2022 - 08.2022

Clerical

Patrice Hoffman, Realtor
06.2020 - Current

Finance

Grand Canyon University

High School -

Ripon Christian Schools
Cameron Hoffman