Jilliene Helman is the CEO and Founder of RealtyMogul.com. Realty Mogul is crowdfunding for real estate, a marketplace for accredited investors to pool money online and buy shares of pre-vetted real estate investments.
Jilliene is responsible for overseeing the strategic direction and operation of the business.
Jilliene is a Certified Wealth Strategist and holds Series 7 and 63 investment licenses. Prior to Realty Mogul, she was the youngest Vice President of 10,000+ employees 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 lead 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 $3 billion of real estate ranging from retail, multifamily, office, residential, mobile home parks and self-storage.
Jilliene holds a degree in Business Administration from Georgetown University and has lived in in China, Spain and Japan.
