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Dylan Oates Email & Phone Number
Account Specialist
at
Aon
1 work email found
@aon.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Account Specialist
Location
New York, New York, United States
Company size
Who is Dylan Oates? Overview
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Quick answer
Dylan Oates is listed as Account Specialist at Aon, a company with 11 employees, based in New York, New York, United States. AeroLeads shows a work email signal at aon.com and a matched LinkedIn profile for Dylan Oates.
Dylan Oates previously worked as Business Development Specialist at Aon and Loan Assistant at U.S. Small Business Administration. Dylan Oates holds Bachelor'S Degree, Finance, General, 3.5 from The University Of Alabama.
Company email context
Email format at Aon
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{first}.{last}@aon.com
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Profile bio
About Dylan Oates
Digital-savvy financial analyst with experience in government small business loan programs. Confident and competent team builder and leader who thrives in any environment from 100% remote, hybrid or in person. Creates meaningful and diplomatic relationships with lasting impacts. Versatile background includes account management, financial analyst, and client interface. Calm demeanor and flexible attitude creating a positive atmosphere for collaboration and innovation. Proficient in Microsoft Excel, PowerPoint, Tableau, Microsoft Teams, WebEx, Outlook, and Zoom.SkillsProficient in financial analysis of income statements, profit and loss statements, and IRS tax transcripts. Experienced in public speaking, verbal and written communication, research and decision-making.
Current workplace
Dylan Oates's current company
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6 roles
Dylan Oates work experience
A career timeline built from the work history available for this profile.
Account Specialist
Current
Aug 2023 - Present
Business Development Specialist
Feb 2022 - Dec 2023
Loan Assistant
- Small Business Administration (SBA) (G-7) Specialized Loan Assistant on EIDL Loans | 8/2020 - present
- Managed over 4,700 EIDL (Economic Injury Disaster Loans) loans from $1,000 to $500,000 on the Rapid Processing Program.
- Interacted directly with loan applicants in processing both initial loans, loans in reconsideration and advanced programs, acquiring a deep and complex understanding of the loan program.
- Built relationships and rapport with the loan applicants with proactive outreach via telephone and emails to gather data and find solutions for successful loan outcome.
- Analyzed Cash Flow data and write-ups to determine applicant's repayment ability
- Proactively collaborated with the IRS to obtain tax transcripts, examine and analyze transcripts to create write-ups.
Aug 2020 - Feb 2022
Thomson Tyndall
Financial Advisor And Wealth Management
- Thomson Tyndall is a leading financial service firm covering savings and investments, pension and retirement planning, IHT mitigation strategies and equity release.
- Reported to firm’s heads and worked in several departments including estate planning and mutual funds
- Conducted market research and prepared financial reports and valuations of targeted mutual funds and other investments
- Managed onboarding of new “Customer Relationship Management Software System” and conducted data cleansing of client files
Jun 2019 - Aug 2019
Appraisal Photographer
Rieber Appraisal And Consulting Group
o Worked as an Appraisal Photographer for insurance policies and bank loan appraisalso Mapped out assignment list across multiple counties in New York
Apr 2016 - Jan 2018
4 education records
Dylan Oates education
Bachelor'S Degree, Finance, General, 3.5
Intermediate Economics, Foundations Of Management And Financial Markets
Master Of Business Administration - Mba, Finance And Financial Management Services
Education record
John Jay High School
FAQ
Frequently asked questions about Dylan Oates
Quick answers generated from the profile data available on this page.
What company does Dylan Oates work for?
Dylan Oates works for Aon.
What is Dylan Oates's role at Aon?
Dylan Oates is listed as Account Specialist at Aon.
What is Dylan Oates's email address?
AeroLeads has found 1 work email signal at @aon.com for Dylan Oates at Aon.
Where is Dylan Oates based?
Dylan Oates is based in New York, New York, United States while working with Aon.
What companies has Dylan Oates worked for?
Dylan Oates has worked for Aon, U.S. Small Business Administration, Financial Advisor And Wealth Management, and Rieber Appraisal And Consulting Group.
How can I contact Dylan Oates?
You can use AeroLeads to view verified contact signals for Dylan Oates at Aon, including work email, phone, and LinkedIn data when available.
What schools did Dylan Oates attend?
Dylan Oates holds Bachelor'S Degree, Finance, General, 3.5 from The University Of Alabama.
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