Mandy Hoffman
About Mandy Hoffman
Mandy Hoffman is an Operations Manager at Midwest Financial in Glidden, Iowa, with extensive experience in financial operations and project management.
Title and Current Role
Mandy Hoffman is currently serving as the Operations Manager at Midwest Financial in Glidden, Iowa. In this role, she oversees and manages various operational functions within the company. Her responsibilities include process optimization, project management, and ensuring compliance with industry regulations.
Previous Work Experience
Before joining Midwest Financial, Mandy Hoffman worked at MassMutual as a Senior Operations Specialist from 2006 to 2014 in Enfield, CT. Prior to that, she was employed at ING Distributor Services as a Senior Commissions Analyst from 2003 to 2006 in the Des Moines, Iowa Area. These roles allowed her to gain extensive experience in financial services operations, commissions analysis, and regulatory compliance.
Education and Expertise
Mandy Hoffman pursued an Associate of Science (AS) degree in Graphic Design at Des Moines Area Community College (DMACC) from 2001 to 2003. This educational background provided her with a unique blend of creative and analytical skills which she has applied throughout her career in operations and financial services.
Project Management and Transition Experience
In her role at Midwest Financial, Mandy Hoffman successfully managed the transition of $150 million in assets under management. This project involved coordinating all phases, including attorney and compliance meetings, new forms and state filings, employee communication, internal system changes, and customer outreach. Her ability to manage such complex transitions demonstrates her strong project management capabilities.
Operational Transformation Initiatives
Mandy Hoffman directed a year-long program aimed at transforming operations and modernizing the Broker Dealer user experience. This initiative focused on identifying and implementing software solutions that catered to the company's needs, emphasizing automation, digitalization, and consumerization. Additionally, she designed and executed a comprehensive training plan for 10 employees, ensuring complete knowledge and compliance from the outset.