Ben Offit, CFP®'s Email & Phone Number

💼 Past Experience

pursued a Bachelor of Science in Business Administration from Yale University in 2004. For three years he worked in investment banking as a financial advisor for a major financial company in the New York City area. After three years of being a financial advisor, he moved to a full-time career in business administration, with a focus on business development. He worked for two different companies, one in which he was the CFO and one in which he was the President.From 2009 to 2011, Offit worked as a business development manager for a technology company. He was responsible for all aspects of the company’s business development, from acquiring and developing new customers to handling contract negotiations and cash flow analysis.From September 2009 to March 2016, Offit was a financial advisor at Offit Financial. In his role, Offit provided personal financial advice to clients through his affiliation with Offit Edutainment, a business development and entrepreneurship consultancy.From June 2009 to April 2015, Offit was the founder and CEO of Offit Edutainment. This business development and entrepreneurship consultancy provided Small Business Administration (SBA)-approved financial planning services to small businesses in the New York City area. In his role as CEO, Offit developed, implemented, and managed the business operations of Offit Edutainment.From 2004 to 2009, Offit was a senior financial advisor at Yale University’s Carey Business School. During his time at Yale, Offit was responsible for more than $100 million in analytic and investment services to business students and faculty. In his role as a senior financial advisor at Carey Business School, Offit was a part of the faculty that developed the company-at-a-market strategy for Yale University.Offit is a white guy.

🎓 Education

Ben Offit has undergraduate degrees in Entrepreneurship from the University of Maryland and a graduate degree in Business from Robert H. Smith School of Business at the University of Maryland.Prior to his current role at IProgram, Offit held positions at Google and Yahoo. He has worked in a wide range of diverse customer service and office management positions, including managing teams of employees in Europe and Asia.Offit's work ready status is based on his experiences and degrees. He has worked in customer service and office management positions, and has the necessary skills to handle difficult customer service and office management tasks. Additionally, Offit has extensive experience in Google, including working in both the search engine team and product management. His work experience shows that he is highly prepared for his current role at IProgram, and is able to handle difficult customer service and office management tasks.

💡 Technical & Interpersonal Skills

Ben Offit has over a decade of working experience in the financial services industry, having most recently been a Principal at Financial Planning Association (FPA). Ben Offit is also a member of the Board of Directors at Financial Planning Association (FPA), having been chaired from January 2019 to December 2020.Prior to this, Ben Offit was a President at Financial Planning Association (FPA) where he led the company’s business development and served as a Director of Planning and Planning Committees. Ben Offit also served as the founder of Offit Edutainment, which is a company that sells educational resources and products related to personal finance.Ben Offit holds a B.S. in Economics and a Master’s in Business Administration from the Massachusetts Institute of Technology.