Josh Heapes

Josh Heapes Email and Phone Number

Chief Growth Officer @ Paydownhero | Fintech: Digital Banking, BaaS, Lending, Blockchain, DeFi, Startups @ Paydownhero
Josh Heapes's Location
Boston, Massachusetts, United States, United States
Josh Heapes's Contact Details
About Josh Heapes

Josh Heapes is a Chief Growth Officer @ Paydownhero | Fintech: Digital Banking, BaaS, Lending, Blockchain, DeFi, Startups at Paydownhero. He possess expertise in banking, commercial lending, finance, loans, commercial banking and 40 more skills. Colleagues describe him as "I have had the pleasure to work with Joshua and his clients. He is a true professional in the banking, loan, and financial analysis sector. I can highly recommend Joshua as not only a traditional resource for commercial banking needs, but someone who can help problem solve. Joshua is a great connector of people and I look forward to finding ways to work him again in the future."

Josh Heapes's Current Company Details
Paydownhero

Paydownhero

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Chief Growth Officer @ Paydownhero | Fintech: Digital Banking, BaaS, Lending, Blockchain, DeFi, Startups
Josh Heapes Work Experience Details
  • Paydownhero
    Chief Growth Officer (And Founding Advisor)
    Paydownhero Dec 2020 - Present
    In my role as Chief Growth Officer at Paydownhero, I spearheaded expansion to a digital banking + debit card rewards program, introducing BaaS-structure bank partners. I initiated new Marketing, Social Media, and Web design relationships, successfully launching a re-branded mobile app and website, capturing a 30,000 customer waitlist at a sub-$1.00 CAC. Additionally, I developed a strategic roadmap for our future auto lending marketplace offering, positioning the company for continued growth in the auto lending space.
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  • Paydownhero
    Founding Advisor
    Paydownhero Sep 2019 - Present
    Strategic planning & growth.
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  • Bank Of America Private Bank
    Svp, Private Client Advisor
    Bank Of America Private Bank Jun 2014 - Aug 2019
    New York, New York, Us
    Bank of America Private Bank dropped the former U.S. Trust name in 2019. The storied firm, U.S. Trust was one of oldest, most prestigious ultra high net worth wealth management firms. The outfit has a strong focus integrating C-level executives from other lines of business. Led a wealth management team with a focus on entrepreneurs and technology & life science executives; providing tailored planning, investment, & credit solutions.
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  • Citi
    Svp, Commercial Banking Advisory - U.S. Business & Commercial Banking
    Citi May 2011 - Feb 2014
    New York, New York, Us
    Citi’s broker-dealer, Smith Barney was integrated with Morgan Stanley from 2011 to 2014. The joint-venture enabled the banks to continue to grow mutual business with the partnership during the acquisition. Oversaw New England territory for Citi, covering over 600 financial advisors, driving growth through the partnership channel.
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  • Citi
    Svp, Relationship Manager, Commercial Banking Group And Municipal Banking
    Citi Mar 2010 - May 2011
    New York, New York, Us
    Citibank’s middle market/corporate banking team focused on growing business by leveraging its global capabilities, top banking technology, & credit to commercial clients. The Municipal group provided cash & liquidity management for local government banking needs through New England, as well. Managed client relationships, increasing revenue through new acquisitions & advised on improvements by delivering the bank's deposit, lending, & technology solutions.
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  • Santander Bank, N.A.
    Vp, Relationship Manager, Commercial Banking (Professional Services Specialty)
    Santander Bank, N.A. Jan 2003 - Dec 2009
    Boston, Ma, Us
    Commercial Banking launched a specialty vertical focused on professional service providers such as CPA firms, law firms, insurance, & financial intermediaries. Managed commercial relationships & grew revenue by expanding client base & delivering tailored concierge capabilities.
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Josh Heapes Skills

Banking Commercial Lending Finance Loans Commercial Banking Financial Services Credit Financial Analysis Cash Management Investments Asset Management Portfolio Management Business Development Credit Analysis Management Financial Advisory Treasury Management Risk Management Mortgage Lending Consumer Lending Credit Risk Wealth Management Retail Banking Middle Market Due Diligence Financial Planning Relationship Management Small Business Lending Securities Small Business Underwriting Valuation Strategic Financial Planning Deposits Marketing Sales Social Media Microsoft Excel Leadership Team Leadership Financial Technology High Net Worth Individuals New Business Development Software As A Service Customer Relationship Management

Josh Heapes Education Details

  • Wharton Online
    Wharton Online
    Crowdfunding
  • Syracuse University
    Syracuse University

Frequently Asked Questions about Josh Heapes

What company does Josh Heapes work for?

Josh Heapes works for Paydownhero

What is Josh Heapes's role at the current company?

Josh Heapes's current role is Chief Growth Officer @ Paydownhero | Fintech: Digital Banking, BaaS, Lending, Blockchain, DeFi, Startups.

What is Josh Heapes's email address?

Josh Heapes's email address is jo****@****ust.com

What schools did Josh Heapes attend?

Josh Heapes attended Wharton Online, Syracuse University.

What skills is Josh Heapes known for?

Josh Heapes has skills like Banking, Commercial Lending, Finance, Loans, Commercial Banking, Financial Services, Credit, Financial Analysis, Cash Management, Investments, Asset Management, Portfolio Management.

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