Brandon Heinrich – Staff Tax Accountant & CPA Candidate
Mr. Heinrich brings experience with data analytics and sound financial decision-making to his role. Prior to joining the team, Mr. Heinrich worked as an investor accounting analyst at BSI Financial Services. While at BSI, Mr. Heinrich managed a portfolio of over 200,000 loans with more than $60 billion in principal balances. Mr. Heinrich also performed daily and monthly reconciliation practices to ensure adherence with guidelines established by government-sponsored entities. Mr. Heinrich also brings a sales background to his role, having served as a sales intern at Marcus and Millichap.
Mr. Heinrich graduated from California State University Bakersfield in 2019 with a Bachelor of Science degree in Business Administration, where he double majored in accounting and finance and was a member of the University Accounting Association and CalCPA. He also holds an Associate of Arts degree in Liberal Studies from Saddleback College.