Daniel J. Hoffman

Finance

Consumer Services

Profile

Prior to joining IFS in 2005, Mr. Hoffman worked as a Securities Settlement Processor at Mellon Financial in Pittsburgh, in the Global Securities Department.
At Mellon he researched and resolved discrepancies in trades to ensure accurate settlements.
Mr. Hoffman graduated from The Smeal College of Business Administration at Pennsylvania State University with a Bachelor’s Degree in Finance.

Former positions of Daniel J. Hoffman

Companies	Position	End
Independent Fiduciary Services, Inc. Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations	Analyst-Equity	31/12/2007
Mellon Financial Corp. Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors	Corporate Officer/Principal	-

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Training of Daniel J. Hoffman

The Pennsylvania State University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

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1st degree companies

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Linked companies

Private companies	2
Independent Fiduciary Services, Inc. Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations	Finance
Mellon Financial Corp. Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors	Finance