Andy Pohlman
Managing Director at IntraFi
- Role
- Managing Director at IntraFi
- Location
- Bellingham, WA, US
- LinkedIn followers
- 500 followers
About Andy Pohlman
Executive and change agent that consistently spurs record sales and revenue growth, improves the employee experience, and fuels operational excellence to generate significant efficiency gains- Spearheads transformational deposit/loan growth through the introduction of strategic processes, data driven recommendations, and collaborative initiatives that create a culture of outsized growth- Excels as an executive by leveraging exceptional leadership skills, bias for action, and proven ability to create organizational-wide programs that deliver new benchmarks for growth. Additional Details:I\'m a cross-functional leader who develops forward-thinking collaborative cultures, unifies and empowers teams, and unlocks employee potential by matching skills to position requirements.My colleagues and customers value my enthusiasm, integrity, and direct engagement, and I use all of my expertise in developing the vision, strategy, and execution planning to earn their loyalty while delivering profound ROI.
Experience
Managing Director
Jul 2025 — Present
Education
UW Foster School of Business
Leadership
Pacific Coast Banking School
Banking
University of Washington
B.A., Political Science
Skills
- Lines of Credit
- Retail Banking
- Series 65
- Finance
- Series 66
- Leadership
- Fixed Annuities
- Commercial Banking
- Series 63
- Marketing
- Teamwork
- Banking
- Credit
- Team Management
- Small Business Lending
- Management
- Underwriting
- Strategic Financial Planning
- Series 6
- Insurance
- Series 7
- Retirement Planning
- Wealth Management
- Small Business
- Portfolio Management
- Loans
- Financial Services
- Financial Planning
- Mortgage Lending
- Securities
- Consumer Lending
- Investments
- Annuity
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