Andrew Lein Email & Phone Number
Associate Director, Portfolio Management Architecture, Vice President @ Girard, a Univest Wealth Division
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Andrew Lein Location
- Perkasie, PA, US
Andrew Lein Work
- Associate Director, Portfolio Management Architecture, Vice President @ (December 2025 - Present)
- Portfolio Manager @ (November 2021 - December 2025)
- Officer, Senior Client Service Associate @ (August 2017 - November 2021)
- IRA Specialist @ (December 2015 - August 2017)
- Sales and Service Representative @ (December 2011 - December 2015)
- Lead Teller @ (March 2010 - December 2011)
- Banker I @ (December 2009 - March 2010)
Andrew Lein Education
- Bucks County Community College
Associate of Arts (A.A.) (Phi Theta Kappa)
2012-2016 - Bucknell University
(Creative Writing)
2005-2007
Andrew Lein Skills
- Customer Retention
- IRAs
- Health Savings Accounts
- Banking
- Retail Banking
- Credit
- Retirement Savings
- Consumer Lending
- Customer Service
- Loans
- Financial Services
- Sales
- Loan Origination
Andrew Lein Summary
- Andrew Lein, based in Perkasie, PA, US, is currently a Associate Director, Portfolio Management Architecture, Vice President at Girard, a Univest Wealth Division. Andrew Lein brings experience from previous roles at Girard, a Univest Wealth Division and Univest. Andrew Lein holds a 2012 - 2016 Associate of Arts (A.A.) in Phi Theta Kappa @ Bucks County Community College. With a robust skill set that includes Customer Retention, IRAs, Health Savings Accounts, Banking, Retail Banking and more. Andrew Lein has 1 emails and 3 mobile phone numbers on RocketReach.
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