Zander Heinen work email
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Zander Heinen personal email
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With over 17 years of experience in the banking and investment advisory industries, I am a Loan Officer for the Investment Advisory vertical at Live Oak Bank, a leading provider of customized lending solutions for advisors. I leverage my expertise in M&A transactions, valuation analysis, deal structuring, and underwriting to help advisors achieve their growth and succession goals. I also have a strong background in securities, mutual funds, trading, and investment management.I hold a Master of Science degree in Finance from the University of Oklahoma - Price College of Business and am passionate about providing exceptional service and value to my clients. I am always eager to learn new skills and explore new opportunities in the fast-changing and dynamic financial sector. My mission is to help advisors realize their full potential and secure their legacy.
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PresidentFin.LinkWilmington, Nc, Us -
Loan OfficerLive Oak Bank Oct 2022 - PresentWilmington, North Carolina, United StatesLoan Officer for the Investment Advisory vertical at Live Oak Bank. -
Avp - UnderwritingLive Oak Bank Jun 2021 - Oct 2022Wilmington, North Carolina, United States
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Vice President Of Business DevelopmentGold Coast Yachts Apr 2020 - Jun 2021St Croix, Us Virgin Islands -
Business DevelopmentGold Coast Yachts Feb 2019 - Apr 2020Christiansted, St Croix, Us Virgin Islands
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Co-Founder313 Brazilian Jiu Jitsu May 2015 - Aug 2018Detroit, Michigan, United StatesCo-Founder and Co-head instructor -
Vice President SalesSuccession Link Sep 2015 - Jun 2016Greater Detroit Area -
Business Development ConsultantSuccession Link Jul 2015 - Jun 2016Greater Detroit Area
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Internal WholesalerFirst Eagle Investment Management Jun 2008 - Jul 2014Greater New York City AreaInternal Wholesaler for the First Eagle family of funds For the New England Region. Responsible for the distribution of the First Eagle Funds across the New England Region. Prior to that covered the Mountain West, Southwest, and Northwest territories. Distribution channels include Wirehouses (Merrill Lynch, UBS, Morgan Stanley Smith Barney, Wells Fargo), Independent B/Ds (Raymond James, LPL, Edward Jones, etc..) and RIAs (Schwab, Fidelity, TD Ameritrade, etc..) Work with some of the top wealth management teams in the country, including many of the Barron's Top 1000 Advisors. Annual assets raised = $900mm+ . -
Operations GeneralistSmith Barney Jan 2007 - Jun 2008Boca Raton, Florida
Zander Heinen Skills
Zander Heinen Education Details
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Finance, General -
Cum Laude -
Grosse Pointe South High School
Frequently Asked Questions about Zander Heinen
What company does Zander Heinen work for?
Zander Heinen works for Fin.link
What is Zander Heinen's role at the current company?
Zander Heinen's current role is President.
What is Zander Heinen's email address?
Zander Heinen's email address is he****@****ail.com
What schools did Zander Heinen attend?
Zander Heinen attended University Of Oklahoma - Price College Of Business, Lynn University, Grosse Pointe South High School.
What are some of Zander Heinen's interests?
Zander Heinen has interest in Economic Empowerment, Politics, Education, Environment, Brazilian Jiu Jitsu, Human Rights, Arts And Culture.
What skills is Zander Heinen known for?
Zander Heinen has skills like Equities, Securities, Alternative Investments, Series 7, Wealth Management, Mutual Funds, Financial Advisory, Investments, Asset Management, Series 63, Asset Allocation, Finra.
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