Jesse Speltz

Jesse Speltz Email and Phone Number

Director - Tax Credit Investments @ Cabretta Capital
savannah, georgia, united states
Jesse Speltz's Location
Atlanta Metropolitan Area, United States
Jesse Speltz's Contact Details
About Jesse Speltz

Jesse Speltz is Director of Tax Credit Investments responsible for expanding Cabretta’s national footprint with banks, private equity groups, family offices, specialty finance companies, CPA’s, wealth advisors, strategic businesses and high net worth individuals to lower their federal and/or state tax liabilities.Jesse is an accomplished finance and business development professional with 30+ years of leadership experience working with middle market and growth oriented companies. Prior to joining Cabretta, Jesse led business development for DHG’s private equity and transaction advisory teams, assisting buyers and sellers with their M&A and financial accounting requirements around the transaction.Jesse is heavily involved within the financial community, currently serving as a board member for the Atlanta Association of Corporate Growth (ACG), attending 25-30 ACG events across the country on a annual basis. Jesse and his wife live on the north side of Atlanta in Roswell, GA. When Jesse is not working or on the golf course, they enjoy traveling, wine and cooking. If you are ever in the area, reach out and let’s tee it up!Specialties:Excellent communicator with strong negotiation skills and entrepreneurial spirit. Years of surpassing customer expectations resulting in a powerful, network of business professions available for strategic positioning and growth.• Structured tax credit equity funds and tax-advantaged investment strategies • Master Networker and Business Connector - Helping develop / establish win win relationships• Specialty Finance (Private Equity / VC / Mezz / ABL / Trade Credit) • Sales Management • Solution Selling• Sales Planning / Process Creation • Process Improvement • Strategic Consulting• Customer Relationship Management • Risk Mitigation • Strategic Marketing • Alliance/Partnership Management • Project Management • International Business

Jesse Speltz's Current Company Details
Cabretta Capital

Cabretta Capital

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Director - Tax Credit Investments
savannah, georgia, united states
Website:
cabrettacapital.com
Employees:
6
Jesse Speltz Work Experience Details
  • Cabretta Capital
    Director
    Cabretta Capital Sep 2020 - Present
    Atlanta, Georgia, United States
    Cabretta Capital is a leading specialty finance firm with extensive experience in structured tax credit equity funds and tax-advantaged investment strategies. Our team of premier tax mitigation experts work hand in hand with clients, including individual investors and developers, to deliver profitable investment solutions through federal and state tax credits and innovative, qualified development projects.Since Cabretta launched, the firm has syndicated over $250 million in state tax credits and provided capital to more than 90 real estate developments including multi-family, hospitality, and office properties. Cabretta works extensively on the following tax-advantaged programs:• Low-Income Housing Tax Credits• Historic Tax Credits• Renewable Energy Tax Credits• Abandoned Building Tax Credits• Textile Mill Tax Credits• Film Tax Credits• Solar Tax Credits
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  • Dhg (Dixon Hughes Goodman Llp)
    Business Development Executive - Private Equity
    Dhg (Dixon Hughes Goodman Llp) Feb 2015 - Sep 2020
    Greater Atlanta Area
    Headquartered in Charlotte, NC, DHG is the largest accounting firm in the SE and ranks among the top 20 public accounting firms in the nation. With more than 1,800 professionals in 12 states, we combine deep experience with a strong commitment to personal service. We are passionate about helping our clients succeed – and we do so through a resourceful approach to solving problems, providing solutions and helping our clients achieve their goals.With one simple point of contact, you have access to a breadth of services and numerous advantages.There is no longer a need to segregate the services you require from provider to provider or professional to professional. Our collaborative approach allows us to offer you all of our services in one place. We are here to serve you – whatever your needs. From fund formation to exit strategies and beyond, our audit, tax and advisory services can help:* Raise financial information credibility* Provide fund management with the ability to measure and analyze your business* Manage tax liabilities and identify tax solutions* Implement operational improvements* Develop performance improvement metricsDHG leverages vast experience in serving and working with private equity firms, portfolio companies, small business investment companies (SBICs) and other financial investors – particularly within the middle market. While the challenges may vary, our integrated and collaborative approach remains consistent. Resourcefulness is our game as we tap into our credentials and experience to provide you a comprehensive set of superior services.
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  • Accuval Associates Inc.
    Southeast Regional Manager
    Accuval Associates Inc. Dec 2011 - Feb 2015
    Atlanta, Ga
    AccuVal provides a broad range of valuation, advisory and asset management solutions that empower companies to confidently make strategic business decisions and achieve greater success. Our valuation services are utilized for financial reporting, obtaining corporate finance, risk management, tax management, litigation support, business planning, mergers & aquisitions, and asset management.
  • Fgi Finance
    Vice President
    Fgi Finance May 2010 - Nov 2011
    Greater Atlanta Area
    .FGI Finance (www.fgifinance.com) is a global commercial finance firm with clients in over 60 countries around the world. We help middle market companies by providing them with business loans and other various financial products and services to meet their business needs in over 15 foreign currencies. Our in-depth understanding of international trade and its complexities equips our clients with both the expertise and the ideal financing resources needed to prosper on a global scale.
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  • Fgi Risk Services
    Senior Vice President
    Fgi Risk Services Mar 2010 - Nov 2011
    FGI Risk Services is a global independent, full service trade credit broker and risk advisor with over 30 years of combined experience providing commercial clients with credit protection solutions and cash resources that help eliminate financial risks.SpecialtiesCredit Insurance, Financial Risk, Financing, Trade Credit, International Receivable Financing, Political Risk/Single Risk Protection, Accounts Receivable, Credit Information, Factoring, Purchase Order Financing, Collections
  • Atradius Trade Credit Insurance
    Regional Vice President - Sales
    Atradius Trade Credit Insurance May 2005 - Jan 2010
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  • Merrill Lynch
    Wealth Management Advisor
    Merrill Lynch May 2003 - May 2005
    View
  • Mci
    Partnership Marketing Manager
    Mci 1994 - 1997
    View
  • At&T
    Various
    At&T 1985 - 1994
    View

Jesse Speltz Skills

Finance Corporate Finance Asset Based Lending Risk Management Valuation Credit Asset Managment Mergers And Acquisitions Asset Management Management Accounting Credit Insurance Credit Risk Business Valuation Accounts Receivable Business Development Intellectual Property Valuation Litigation Support Asset Asset Disposition Inventory Valuation Purchase Price Allocation Import/export International Finance Tax Management Tax International Trade Fair Value Private Equity Fresh Start Accounting Fair Value Measurements Esop Valuations

Jesse Speltz Education Details

Frequently Asked Questions about Jesse Speltz

What company does Jesse Speltz work for?

Jesse Speltz works for Cabretta Capital

What is Jesse Speltz's role at the current company?

Jesse Speltz's current role is Director - Tax Credit Investments.

What is Jesse Speltz's email address?

Jesse Speltz's email address is js****@****val.net

What is Jesse Speltz's direct phone number?

Jesse Speltz's direct phone number is +121224*****

What schools did Jesse Speltz attend?

Jesse Speltz attended University Of Missouri-Kansas City, University Of Missouri-Columbia, University Of Missouri-Columbia, College Of Business.

What skills is Jesse Speltz known for?

Jesse Speltz has skills like Finance, Corporate Finance, Asset Based Lending, Risk Management, Valuation, Credit, Asset Managment, Mergers And Acquisitions, Asset Management, Management, Accounting, Credit Insurance.

Who are Jesse Speltz's colleagues?

Jesse Speltz's colleagues are Mahala Stanton, Michelle Carbo, Patrick Johnston, Brent Watts.

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