loan officer to investment advisors and ria s@ Live Oak Bank
Grosse Pointe, Michigan, United States
Zander Heinen
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University of Oklahoma - Price College of Business
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FlashIntel GPTZander Heinen is a Loan Officer with 16.8 years of experience in the banking and investment advisory industries. He is skilled in equities, securities, alternative investments, series 7, and wealth management. Currently, he works at Live Oak Bank in Michigan, specifically in the Investment Advisory vertical. Zander has a Master of Science degree in Finance from the University of Oklahoma - Price College of Business. He has also held positions at Gold Coast Yachts, Inc. and GE Investments, gaining expertise in underwriting, securities, mutual funds, series 6, trading, M&A, and investment management.
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About
Loan Officer specific to the Investment Advisory vertical at Live Oak Bank, with a demonstrated history of working in the banking and investment advisory industries. Skilled in Lending, Underwriting, Securities, Mutual Funds, Series 6, Trading, M&A, and Investment Management. Finance professional with a Master of Science - MS focused in Finance, from University of Oklahoma - Price College of Business.
Work Experience
loan officer to investment advisors and ria s
Loan Officer
Assistant Vice President - Underwriting
Banking
Zander Heinen's Professional Milestones
- Business Development Consultant (2015-07-01~2016-06-01): Increasing revenue through strategic planning and investment in strategic business development initiatives.
- Vice President Sales (2015-09-01~2016-06-01): Implementing strategic sales initiatives to drive revenue growth and expand market reach.
Education
Finance,
2020-2021Skill
Equities
Securities
Alternative Investments
Series 7
Wealth Management
Mutual Funds
Financial Advisory
Investments
Asset Management
Series 63
Asset Allocation
Finra
Series 65
Separately Managed Accounts
Fixed Income
Investment Advisory
Etfs
Uniform Combined State Law
Investment Strategies
401k
Series 6
Investment Management
Certification
Colleagues
Maureen Patten
Associate Product Owner
John Randall
financing for acquisitions partner buyouts and owner occupied real estate - nationwide
Megan Guillory Owens
National Lender | Business Acquisitions Partner | Owner Occupated Real Estate
Sam Osmond, MBA
avp - underwriting - business acquisitions expansions partner buyouts owner occupied cre
Adam Alphin
producer director cameraman owner - arclight digital
Other Named Zander Heinen
Frequently asked questions
We found 3 Zander Heinen's email addresses
We found 1 Zander Heinen's phone numbers
Zander Heinen's social media include: Linkedin,
Zander Heinen works for Live Oak Bank
Zander Heinen's role in Live Oak Bank is loan officer to investment advisors and ria s
Zander Heinen works in the industry of Banking
Zander Heinen's colleagues are Maureen Patten,John Randall,Megan Guillory Owens
Zander Heinen's latest job experience is loan officer to investment advisors and ria s at Live Oak Bank
Zander Heinen's latest education in University of Oklahoma - Price College of Business
