Henry Lande Email and Phone Number
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“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.
Integra Global Advisors
View- Website:
- integraga.com
- Employees:
- 6
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Senior Financial AdvisorIntegra Global Advisors May 2024 - PresentAustin, Texas Metropolitan Area
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Wealth AdvisorBeacon Pointe Aug 2019 - Aug 2024 -
Associate Wealth AdvisorBeacon Pointe Jan 2017 - Aug 2019Plano, TexasBeacon 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.
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Commercial Real Estate UnderwritingBbva Compass Jan 2015 - Jan 2017Dallas•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 AssociateBbva Compass Jul 2014 - Jan 2015Birmingham, Alabama AreaThe 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.
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Trade Development InternGlazer'S Distributors May 2013 - Aug 2013Austin, Tx•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.
Henry Lande Skills
Henry Lande Education Details
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Agricultural Economics - Finance And Real Estate (Financial Planning Minor)
Frequently Asked Questions about Henry Lande
What company does Henry Lande work for?
Henry Lande works for Integra Global Advisors
What is Henry Lande's role at the current company?
Henry Lande's current role is Senior Financial Advisor at Integra Global Advisors.
What is Henry Lande's email address?
Henry Lande's email address is he****@****ass.com
What is Henry Lande's direct phone number?
Henry Lande's direct phone number is +194971*****
What schools did Henry Lande attend?
Henry Lande attended Texas A&m University.
What are some of Henry Lande's interests?
Henry Lande has interest in Multi Family, Office And Retail Buildings.
What skills is Henry Lande known for?
Henry Lande has skills like Microsoft Excel, Time Management, Leadership, Analysis, Sales, Budgets, Powerpoint, Microsoft Word, Social Media, Research.
Who are Henry Lande's colleagues?
Henry Lande's colleagues are Matthew Stevens, John Sullivan, Aif®, Cepa®, Charlotte Palmer, Jeremy Shaw.
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