Andrew Heil Email & Phone Number
Vice President, Private Banking Relationship Manager @ California Bank & Trust
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Andrew Heil Location
- San Diego, CA, US
Andrew Heil Work
- 2022 -now Vice President, Private Banking Relationship Manager @
- 2019 -2020 Private Client Advisor @
- 2017 -2019 Vice President, Private Client Advisor @
- 2015 -2017 Assistant Vice President, Financial Solutions Advisor @
- 2014 -2015 Sales Manager @
- 2010 -2014 Mortgage Loan Originator @
Andrew Heil Education
- University of Notre Dame
BA (Program of Liberal Studies)
- California State University-San Marcos
Masters (Literature and Writing)
- American Academy of Dramatic Arts
Associates (Theatre)
Andrew Heil Skills
- Investments
- Banking
- Credit
- Wealth Management
- Financial Analysis
- Refinance
- Sales
- Strategic Planning
- Residential Mortgages
- Loan Origination
- Budgets
- Real Estate
- FHA
- Small Business
- Sales Management
- Credit Analysis
- Online Marketing
- Strategic Financial Planning
- Recruiting
- Commercial Lending
- Portfolio Management
- FHA financing
- Risk Management
- Mortgage Underwriting
- Cash Management
- Business Development
- VA loans
- Underwriting
- Asset Management
- Investment Properties
- Real Estate Financing
- Foreclosures
- REO
- Short Sales
- Consumer Lending
- Real Estate Economics
- Real Estate Transactions
- USDA
- Mortgage
- Asset Managment
- Loans
- Finance
- Mortgage Lending
- Asset Allocation
- Consultative Selling
- Management
- Team Building
- Referrals
- Investors
- Hold Series 7
- Mortgage Banking
- Reverse Mortgages
- New Business Development
- First Time Home Buyers
- Accounting
- Project Management
Andrew Heil Summary
- Andrew Heil, based in San Diego, CA, US, is currently a Vice President, Private Banking Relationship Manager at California Bank & Trust. Andrew Heil brings experience from previous roles at JPMorganChase, Bank of America Merrill Lynch and National Funding. Andrew Heil holds a BA in Program of Liberal Studies @ University of Notre Dame. With a robust skill set that includes Investments, Banking, Credit, Wealth Management, Financial Analysis and more. Andrew Heil has 5 emails and 2 mobile phone numbers on RocketReach.
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