Teddy Heichman

President at Kensington Financial Associates
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
  • Hebrew Native or bilingual proficiency
Skills

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Credentials

  • Principal/Supervisory Exam (Series 24)
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2009
    - Nov, 2024
  • General Industry/Products Exam (Series 7)
    Financial Industry Regulatory Authority (FINRA)
    Feb, 2002
    - Nov, 2024
  • State Securities Law Exam (Series 66)
    Financial Industry Regulatory Authority (FINRA)
    Feb, 2002
    - Nov, 2024

Experience

  • Kensington Financial Associates
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • Aug 2017 - Present

      Kensington Financial Associates provides simplified financial solutions for financing and refinancing life insurance policy loans in order to unlock access to cash values or optimize existing loan rates. As principal of the company, Mr. Heichman is responsible for the daily management and implementation of lending strategies and improving business development. www.kensingtonfa.com | 1-877-298-7331 Kensington Financial Associates provides simplified financial solutions for financing and refinancing life insurance policy loans in order to unlock access to cash values or optimize existing loan rates. As principal of the company, Mr. Heichman is responsible for the daily management and implementation of lending strategies and improving business development. www.kensingtonfa.com | 1-877-298-7331

  • Bank Hapoalim בנק הפועלים
    • Banking
    • 700 & Above Employee
    • SVP; Customer Relations Division Manager | Deputy Branch Manager - International Private Banking
      • Dec 2014 - Jun 2017

  • Valley Commercial Banking
    • United States
    • Banking
    • 100 - 200 Employee
    • Senior Vice President - International Private Banking
      • Jan 2008 - Nov 2014

  • Bank Hapoalim בנק הפועלים
    • Banking
    • 700 & Above Employee
    • Senior Vice President - Manager, International Private Banking
      • Jun 2003 - Jun 2007

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President - International Private Banking (Formerly Republic National Bank of New York)
      • Jan 1995 - Sep 2002

      • Transitioned from RNB New York to HSBC via acquisition in 1999. • Transitioned from RNB New York to HSBC via acquisition in 1999.

  • Bank Hapoalim בנק הפועלים
    • Banking
    • 700 & Above Employee
    • General Manager - International Private Banking
      • Mar 1990 - Sep 1993

      -General Manager charged with Representative Officers in Latin America and Canada -General Manager charged with Representative Officers in Latin America and Canada

  • Hapoalim Latin America S.A.
    • Investment Banking
    • 1 - 100 Employee
    • General Manager
      • Mar 1987 - Mar 1990

Education

  • Tel Aviv University
    Bachelor’s Degree, Economics

Community

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