Andrew Lein

Andrew Lein Email and Phone Number

Portfolio Manager at Girard,Vice President @ Girard, a Univest Wealth Division
Andrew Lein's Location
Perkasie, Pennsylvania, United States, United States
Andrew Lein's Contact Details

Andrew Lein personal email

n/a
About Andrew Lein

Experienced Senior Client Service Associate with a demonstrated history of working in the financial services industry. Strong finance professional with an Associate of Arts (A.A.) focused in Business Administration and Management.

Andrew Lein's Current Company Details
Girard, a Univest Wealth Division

Girard, A Univest Wealth Division

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Portfolio Manager at Girard,Vice President
Andrew Lein Work Experience Details
  • Girard, A Univest Wealth Division
    Portfolio Manager
    Girard, A Univest Wealth Division Nov 2021 - Present
    Souderton, Pa, Us
    View
  • Girard, A Univest Wealth Division
    Officer, Senior Client Service Associate
    Girard, A Univest Wealth Division Aug 2017 - Nov 2021
    Souderton, Pa, Us
    FINRA Series 7 and 66 Licensed
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  • Univest
    Ira Specialist
    Univest Dec 2015 - Aug 2017
    Souderton, Pa, Us
    View
  • Univest
    Sales & Service Representative
    Univest Dec 2011 - Dec 2015
    Souderton, Pa, Us
    View
  • Wells Fargo
    Lead Teller
    Wells Fargo Mar 2010 - Dec 2011
    San Francisco, California, Us
    View
  • Citizens Bank
    Banker I
    Citizens Bank Dec 2009 - Mar 2010
    Providence, Rhode Island, Us
    View

Andrew Lein Skills

Banking Retail Banking Sales Financial Services Customer Service Credit Loans Consumer Lending Loan Origination Customer Retention Retirement Savings Health Savings Accounts Iras

Andrew Lein Education Details

  • Bucks County Community College
    Bucks County Community College
    General
  • Bucknell University
    Bucknell University
    Creative Writing

Frequently Asked Questions about Andrew Lein

What company does Andrew Lein work for?

Andrew Lein works for Girard, A Univest Wealth Division

What is Andrew Lein's role at the current company?

Andrew Lein's current role is Portfolio Manager at Girard,Vice President.

What is Andrew Lein's email address?

Andrew Lein's email address is le****@****est.net

What is Andrew Lein's direct phone number?

Andrew Lein's direct phone number is +121576*****

What schools did Andrew Lein attend?

Andrew Lein attended Bucks County Community College, Bucknell University.

What are some of Andrew Lein's interests?

Andrew Lein has interest in Advertising And Marketing, Music Production And Performance, Entertainment, Communications, Creative Writing, Media Creation, Film.

What skills is Andrew Lein known for?

Andrew Lein has skills like Banking, Retail Banking, Sales, Financial Services, Customer Service, Credit, Loans, Consumer Lending, Loan Origination, Customer Retention, Retirement Savings, Health Savings Accounts.

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