Jilliene Helman
CEO
Description:
Jilliene Helman is the CEO and Founder of RealtyMogul.com. She is a Certified Wealth Strategist and holds Series 7, 24 and 63 investment licenses. Previously, Jilliene was a Vice President at Union Bank, a subsidiary of one of the largest financial institutions in the world, Bank of Tokyo Mitsubishi UFJ. After exposure to corporate finance, marketing, and strategy, the majority of Jilliene’s time with Union Bank was spent working in Wealth Markets as the Sales Development Manager for The Private Bank. Jilliene led a team of Sales Development Specialists and coordinated sales efforts between the broker-dealer, registered investment advisor, lenders, trust advisors, and wealth planners and worked on investment accounts up to $300 million. Jilliene has underwritten over $5 billion of real estate ranging from retail, multifamily, office, residential, mobile home parks, and self-storage. She holds a degree in Business Administration from Georgetown University. She has been featured in countless publications including Forbes, Entrepreneur, NYT, and Bloomberg, and is a frequent speaker on the subjects of crowdfunding, real estate finance, and entrepreneurship.
Summary:
Jilliene Helman is the CEO and Founder of RealtyMogul.com. She is a Certified Wealth Strategist and holds Series 7, 24 and 63 investment lic...
Number of Registered Investments:1
Contact Details:
- Address: Los Angeles, California, United States
- No email is provided
Location:Los Angeles, California, United States
Email is Not Provided
Phone Number:Los Angeles, California, United States
Updated August 2023. This content was crafted by an associate of Najafi Capital (“Najafi”) and is presented strictly for informational objectives. The details on this page neither advocate for nor dissuade the subscription, acquisition, or sale of any security or offering. The material Najafi evaluates for project owner screening and due diligence stems directly from the project owner presenting the investment opportunity. While Najafi perceives the information to have been sourced from trustworthy channels, there is no absolute assurance, warranty, or representation concerning its authenticity. Najafi renounces any liability regarding content provided by the project owner, inclusive of the data utilized to fulfill elements outlined on this page. Najafi is not accountable for the precision, legality, or the affirmation of subsequent details shared by the project owner.
Prospective investors are urged to perform their individual due diligence and authenticate the provided data. Investing inherently encompasses risks, inclusive of the potential loss of capital invested. All investors are recommended to ponder over these aspects in tandem with a chosen professional consultant to ascertain the suitability of an investment.