Henry Lande Email & Phone Number
@beaconpointe.com
2 phones found area 949
LinkedIn matched
Who is Henry Lande? Overview
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Henry Lande is listed as Senior Financial Advisor at Integra Global Advisors at Integra Global Advisors, a with 6 employees, based in Georgetown, Texas, United States. AeroLeads shows a work email signal at beaconpointe.com, phone signal with area code 949, and a matched LinkedIn profile for Henry Lande.
Henry Lande previously worked as Senior Financial Advisor at Integra Global Advisors and Wealth Advisor at Beacon Pointe. Henry Lande holds Bachelor Of Science (Bs), Agricultural Economics - Finance And Real Estate (Financial Planning Minor) from Texas A&M University.
Email format at Integra Global Advisors
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AeroLeads found 1 current-domain work email signal for Henry Lande. Compare company email patterns before reaching out.
About Henry Lande
“How is your IRA invested? Are your investments as tax efficient as possible? Have you taken your RMD for the year? Is your estate plan up to date?”My job as a Senior Financial Advisor is to educate, empower and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals and future plans. I then tailor a custom plan to help achieve these goals and aspirations. Many of my clients’ plans are based upon the following goals:Retirement ReadinessRetirement IncomeEducation Cost PlanningStrategic Tax & Estate PlanningCareer & Business PlanningLife Changes & MilestonesValues-Based and Impact Investing I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, I would love to get in touch.
Listed skills include Microsoft Excel, Time Management, Leadership, Analysis, and 6 others.
Henry Lande's current company
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Henry Lande work experience
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Wealth Advisor
Associate Wealth Advisor
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
Commercial Real Estate Underwriting
•Completed financial and repayment analysis with a focus on cash flow, liquidity and leverage for both loan renewals and new money loans •Obtained and analyzed pertinent financial and credit data to assist in determining the risk of a loan•Ran projections and performed standard commercial real estate property analysis primarily in Texas markets with a few exceptions•Evaluated collateral adequacy, industry risk, purpose and viability of business•Worked closely with relationship managers to aide in quick customer turn around in many forms: loss of guarantors, downgrade of loans, cross-collateralize properties, etc. to help turn loans around•Total new loans, renewals and reviews amounted to over $200 million
Leap Associate
The BBVA Compass leap program is a one-year comprehensive commercial rotational program designed to provide an introduction to the company and an overview of each line of business within the organization. Over the course of the year, associates receive training on systems and credit fundamentals, develop personal/professional skills, and participate in a commercial banking simulation. Participants complete rotations in which they work directly with line managers on projects and assignments related to specific departments. At the conclusion of the program, associates are placed into roles in which they can utilize their skills and interests as well as support the needs of the organization.
Trade Development Intern
•Category Management Training: worked all summer long on classes pertaining to gaining knowledge on ways to be efficient in category management (includes excel work and measurement data).•Marketing Project: creating a product to present in front of the VP's of Glazers based off current trends in the market and what has the most potential to succeed with Tito's Handmade Vodkas business plan. •Nielsen Data Analysis: Used Nielsen to find trends and gather large amounts of data and insight for marketing project.
Colleagues at Integra Global Advisors
Other employees you can reach at integraga.com. View company contacts for 6 employees →
Jeremy Shaw
Colleague at Integra Global AdvisorsStamford, Connecticut, United States
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JS
John Sullivan, Aif®, Cepa®
Colleague at Integra Global AdvisorsGreenwich, Connecticut, United States
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MS
Matthew Stevens
Colleague at Integra Global AdvisorsOld Greenwich, Connecticut, United States
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CP
Charlotte Palmer
Colleague at Integra Global AdvisorsLondon, England, United Kingdom
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Henry Lande education
Frequently asked questions about Henry Lande
Quick answers generated from the profile data available on this page.
What company does Henry Lande work for?
Henry Lande works for Integra Global Advisors.
What is Henry Lande's role at Integra Global Advisors?
Henry Lande is listed as Senior Financial Advisor at Integra Global Advisors at Integra Global Advisors.
What is Henry Lande's email address?
AeroLeads has found 1 work email signal at @beaconpointe.com for Henry Lande at Integra Global Advisors.
What is Henry Lande's phone number?
AeroLeads has found 2 phone signal(s) with area code 949 for Henry Lande at Integra Global Advisors.
Where is Henry Lande based?
Henry Lande is based in Georgetown, Texas, United States while working with Integra Global Advisors.
What companies has Henry Lande worked for?
Henry Lande has worked for Integra Global Advisors, Beacon Pointe, Bbva Compass, and Glazer'S Distributors.
Who are Henry Lande's colleagues at Integra Global Advisors?
Henry Lande's colleagues at Integra Global Advisors include Jeremy Shaw, John Sullivan, Aif®, Cepa®, Matthew Stevens, and Charlotte Palmer.
How can I contact Henry Lande?
You can use AeroLeads to view verified contact signals for Henry Lande at Integra Global Advisors, including work email, phone, and LinkedIn data when available.
What schools did Henry Lande attend?
Henry Lande holds Bachelor Of Science (Bs), Agricultural Economics - Finance And Real Estate (Financial Planning Minor) from Texas A&M University.
What skills is Henry Lande known for?
Henry Lande is listed with skills including Microsoft Excel, Time Management, Leadership, Analysis, Sales, Budgets, Powerpoint, and Microsoft Word.
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