Andrew Heil

Role
Vice President Private Banker at California Bank & Trust
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Andrew Heil

10+ years of banking, investment, and lending experience.

Experience

  1. Vice President Private Banker

    California Bank & Trust

    May 2022 — Present

    Provide customized lending, banking, and wealth management solutions to the high net worth segment.

Education

  • California State University San Marcos

    Masters, Literature and Writing

  • American Academy of Dramatic Arts

    Associates, Theatre

  • University of Notre Dame

    BA, Program of Liberal Studies

Skills

  • Underwriting
  • Asset Management
  • Sales Management
  • Budgets
  • Consumer Lending
  • Commercial Lending
  • Online Marketing
  • Loan Origination
  • Mortgage Lending
  • Short Sales
  • Credit Analysis
  • Real Estate Transactions
  • Management
  • Investors
  • Cash Management
  • Business Development
  • Risk Management
  • Mortgage Underwriting
  • Investments
  • Finance
  • Refinance
  • Va Loans
  • Loans
  • Real Estate Economics
  • Fha
  • Real Estate Financing
  • Referrals
  • Credit
  • Small Business
  • Team Building
  • Strategic Planning
  • Reo
  • Sales
  • Reverse Mortgages
  • Mortgage Banking
  • First Time Home Buyers
  • Recruiting
  • Strategic Financial Planning
  • Fha Financing
  • Financial Analysis

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