Andrew Schwartz

Salesforce Application Specialist at Members Trust Company

Andrew Schwartz, MBA, currently serves as a Salesforce Application Specialist and Senior Brokerage Operations Analyst at Members Trust Company since October 2022. With a diverse background in real estate finance, Andrew has been associated with Delpres Genpar, Inc. as an Associate since August 2009, underwriting net lease investment opportunities. Previous experience includes roles such as Senior Commercial Underwriter at Mobilization Funding, Business Solutions Professional at Anchor Merchant Services, and Senior Financial Analyst at Marcus & Millichap, where underwriting activities exceeded $1.5 billion in self-storage assets in 2018. Early career experience includes work as an Analyst in Fixed Income Investment Banking at Morgan Keegan, focusing on cash flow modeling for auto loan securitizations and real estate lease financings. Andrew holds an MBA in Finance from the D'Amore-McKim School of Business at Northeastern University and is currently pursuing a Certificate in Data Analytics at the University of South Florida.

Location

Tampa, United States

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Members Trust Company

Say hello to the trust and investment firm where doing the right thing is more than just our thing, it’s our mandate. Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions. With over $4 billion in assets for 40+ credit union partners (as of 12/31/2022), Members Trust Company has been nationally recognized for investment strategies that manage both risk and return, even in a recession.


Employees

51-200

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