Jason Dalitz Email and Phone Number
Jason Dalitz work email
- Valid
Jason Dalitz personal email
Jason is the managing director of JCD Capital Advisors Pty Ltd. Having spent the last six years of his career at one of Australia's largest commercial banks, he is passionate about helping organisations prosper and grow. Jason prides himself on his excellent communication skills and providing transparent, professional advice to his clientsJCD Capital Advisors is a boutique capital advisory firm. We assist our clients with securing off-market deals on their bank lending and bank deposits. We specialise in advising fund managers, listed entities, corporates, large commercial businesses and large not-for-profit organisations. We also provide tailored solutions to business owners and their families.
Jcd Capital Advisors
View-
DirectorJcd Capital Advisors Jul 2024 - PresentGreater Melbourne AreaJCD Capital Advisors is a boutique capital advisory firm. We assist our clients with securing off-market deals on their bank lending and bank deposits. We specialise in advising fund managers, listed entities, emerging corporates, large commercial businesses and large not-for-profit organisations. We also provide tailored solutions to business owners and their families. -
Relationship ManagerWestpac Apr 2022 - Jun 2024Geelong, Victoria, AustraliaManaging a portfolio of Commercial Business Banking customers to increase depth of relationship, build customer advocacy and provide solutions to meet customer needs.Key Responsibilities:• Take ownership of a portfolio of high value clients through regular proactive contact and interaction.• Conduct face-to-face customer meetings to discuss the full financial needs of the client.• Conducting cash flow, risk and financial statement analysis.• Fulfil customer financial needs by identifying sales and referral opportunities -
Assistant Relationship ManagerWestpac Dec 2017 - Apr 2022Geelong, AustraliaAssisting in managing a portfolio of Commercial Business Banking customers to increase depth of relationship, build customer advocacy and provide solutions to meet customer needs.Key Responsibilities:• Take ownership of a portfolio of high value clients alongside the Senior/Relationship Managers through regular proactive contact and interaction.• Conduct face-to-face customer meetings, alongside Senior/Relationship Managers, to discuss the full financial needs of the client.• Conducting cash flow, risk and financial statement analysis.• Fulfil customer financial needs by identifying sales and referral opportunities
Jason Dalitz Skills
Jason Dalitz Education Details
-
Accounting And Finance -
Entry EducationFinance, General
Frequently Asked Questions about Jason Dalitz
What company does Jason Dalitz work for?
Jason Dalitz works for Jcd Capital Advisors
What is Jason Dalitz's role at the current company?
Jason Dalitz's current role is Director at JCD Capital Advisors | Banking Specialist to Corporates, Commercial Businesses and Large Not-For-Profits | Securing off-market deals on bank lending and bank deposits | 0418 881 379 | jason@jcdcapital.com.au.
What is Jason Dalitz's email address?
Jason Dalitz's email address is ja****@****.com.au
What schools did Jason Dalitz attend?
Jason Dalitz attended Charles Sturt University, Entry Education.
What skills is Jason Dalitz known for?
Jason Dalitz has skills like Customer Service, Teamwork, Microsoft Office, Social Media, Google Adwords, Market Research, Microsoft Excel, Strategic Planning, Accounting, Technical Analysis, Financial Markets, Interest Rate Derivatives.
Not the Jason Dalitz you were looking for?
-
Jason Dalitz
Southbank, Vic -
3jasondalitz.com, fastsigns.com, signcraftersusa.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial