Andy Pohlman Location
- Bellingham, WA, US
Andy Pohlman Work
- 2025 - now Managing Director @
- 2023 - 2025 Founder and President @
- 2022 - 2023 Senior Director of Retail Banking @
- 2020 - 2022 Director of Retail Sales @
- 2020 - 2020 Regional Market President|SVP of Investment Services @
- 2019 - 2020 Chief Retail Banking Officer @
- 2019 - 2019 Chief Deposit Officer @
- 2016 - 2019 SVP|Director of Retail Production @
- 2014 - 2016 VP|Investment and Business Services Manager @
- 2013 - 2014 VP|Investment Sales Manager @
- 2011 - 2013 VP|Private Banking and Investment Officer @
- 2011 - 2011 VP|Community Business Banking Sales Manager @ Washington Federal (Formally Horizon Bank/Acquired in January of 2010)
- 2010 - 2011 VP|Community Business Banking Officer @ Washington Federal (Formally Horizon Bank/Acquired January of 2010)
- 2008 - 2010 VP|Investment Sales Manager @
- 2004 - 2008 Investment Sales Manager @
Andy Pohlman Education
- Pacific Coast Banking School
Banking (Banking)
2016 - 2018 - UW Foster School of Business
Leadership
2016 - 2018 - University of Washington
B.A. (Political Science)
Andy Pohlman Skills
- Investments
- Leadership
- Banking
- Financial Markets
- Personal Financial Planning
- Investment Planning
- Behavioral Finance
- Strategy
- Retail Banking
- Strategic Planning
- Market Analysis
- Program Management
- Business Development
- Public Speaking
- New Business Development
- Negotiation
- Monetary Policy
- Business Strategy
- Business Planning
- Business Leadership
- Business Continuity Planning
- Business Continuity
- Teamwork
- Management
- Consumer Lending
- Presentation Skills
- Data Analysis
- Analytical Skills
- Sales Management
- Customer Relationship Management (CRM)
- Sales
- Executive Management
- Team Building
- Financial Analysis
- Digital Strategy
- Communication
- Loans
- Commercial Banking
- Small Business Lending
- Credit
- Finance
- Mortgage Lending
- Small Business
- Lines Of Credit
- Underwriting
- Marketing
- Sales Process
- Branch Banking
- Team Management
Andy Pohlman Summary
- Andy Pohlman, based in Bellingham, WA, US, is currently a Managing Director at IntraFi. Andy Pohlman brings experience from previous roles at Pacific First Wealth Management and First Fed. Andy Pohlman holds a 2016 - 2018 Banking in Banking @ Pacific Coast Banking School. With a robust skill set that includes Investments, Leadership, Banking, Financial Markets, Personal Financial Planning and more. Andy Pohlman has 2 emails and 1 mobile phone numbers on RocketReach.
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