Drew W. Berreth work email
- Valid
- Valid
- Valid
Drew W. Berreth personal email
Drew W. Berreth is a Financial Professional.
-
Mortgage Loan OriginatorLakeview Loan Servicing Oct 2020 - Jun 2022Coral Gables, Florida, Us -
Private Client BankerJpmorgan Chase & Co. Jun 2018 - Oct 2020New York, Ny, Us -
High Net Worth RepresentativeFidelity Investments Apr 2016 - Jun 2018Boston, Ma, Us -
Senior Loan OfficerMortgage Master, Inc. 2014 - 2015NMLS #459764/MD LIC # MLO459764/DC LIC #MLO459764/VA LIC #MLO-19363VA
-
Senior Mortgage Banking OfficerBny Mellon Jun 2013 - Mar 2014New York, Ny, Us•Partnered with Portfolio Managers, Private Bankers, and other outside advisors to identify credit and lending opportunities within affluent client base•Integrated with local Wealth Management team to provide expertise on credit and liquidity solutions•Worked closely with clients and their advisors to provide tailored mortgage solutions that take advantage of tax opportunities, maximize cash flow and liquidity, and operate in concert with long-term investment goals•Provided a client-centered approach to wealth management and based on trusted relationships with quality partnerships at BNY Mellon and throughout the real-estate industry.•Utilized a national lending program for financing primary residences, vacation homes and investment properties Industry leadership in interest-only financing, enabling the use of incremental liquidity for other investment opportunities -
Private Mortgage BankerWells Fargo Home Mortgage Dec 2011 - May 2013San Francisco, California, Us•Specializing in lending solutions for upscale home financing through direct partnershipwith Wells Fargo Private Bank, Legal Specialty Group, Wells Fargo Advisors, selectWells Fargo Bank, N.A. partners, high-end real-estate agents and builders•Decision-making authority providing one point of contact throughout the entiretransaction from application to closing•Experience directly underwriting credit memos, preparing income spreads, and analyzingrisks and mitigants to determine borrower profile•Partnered with bank and outside Financial Advisors, Business Bankers, and other internal partners to identify credit and lending opportunities within affluent client base•Integrated with various Wealth Management teams to provide expertise on credit and liquidity solutions -
Licensed Financial SpecialistWells Fargo Home Mortgage Oct 2008 - Dec 2011San Francisco, California, Us•Consulted with individuals and businesses on a daily basis to evaluate and understandtheir financial needs and objectives, including account structuring and creditmanagement.•Worked closely with clients and their internal and external advisors to identify banking, investment, and credit opportunities within local client base•Strong background in credit structuring and home equity line/loan origination•Responsible for meeting monthly sales goals for a variety of metrics, including depositand loan volume, investment production, and new accounts.
Drew W. Berreth Skills
Drew W. Berreth Education Details
-
Old Dominion UniversityIndustrial Technology
Frequently Asked Questions about Drew W. Berreth
What is Drew W. Berreth's role at the current company?
Drew W. Berreth's current role is Financial Professional.
What is Drew W. Berreth's email address?
Drew W. Berreth's email address is dr****@****ing.com
What schools did Drew W. Berreth attend?
Drew W. Berreth attended Old Dominion University.
What skills is Drew W. Berreth known for?
Drew W. Berreth has skills like Investments, Program Management, Entrepreneurship, Mortgage Lending, Finance, Real Estate, Leadership, Loans.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial