Joe Dejong Email and Phone Number
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Directs the ESOP Advisory Practice within Creative Planning. Provides consulting services to business with a primary focus on ESOP Feasibility, ESOP Sell Side Advisory, Strategic Debt Placement and general ESOP Consulting.
Roloff Construction
View- Website:
- roloffinc.com
- Employees:
- 35
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Roloff ConstructionDes Moines, Ia, Us
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Business Advisor - EsopCreative Planning Business Services Apr 2024 - PresentOverland Park, Kansas, UsCreative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients. -
Member Board Of DirectorsKline Electric Inc Nov 2024 - PresentMember of Board of Directors of 100% ESOP Company. -
Advisory Council MemberIowa Center For Employee Ownership Feb 2024 - PresentCedar Falls, Ia, Us -
Member Board Of DirectorsOrchard Place Aug 2010 - PresentDes Moines, Iowa, UsOrchard Place's mission is to develop strong futures for children and youth with mental health and behavioral challenges. -
Advisory Board MemberMissouri Center For Employee Ownership (Moceo) Jun 2023 - Present -
Senior Vice President - Director Specialty Finance / Esop FinanceBankers Trust Jan 2022 - Apr 2024Des Moines, Iowa, Us -
Vice President - Managing Director - Esop Finance / Senior Commercial Relationship ManagerBankers Trust Dec 2008 - Apr 2024Des Moines, Iowa, UsResponsible for relationship management, business development and cross-selling to ESOP Companies and Middle-Market commercial customers. Lending experience includes, Commercial & Industrial; Asset Based Lending; Dividend Recapitalization; Tax-Exempt Financing; ESOP Lending Transactions; Alternative Energy Financing; Franchise Lending; Bank Syndication Relationships; Interest Rate SWAPs; High-Net Worth Personal Financing; EXIM Trade Financing; Letter of Credit; Senior Living - Assisted Living Facility Financing; Midwest Disaster Bond (MDA) Financing; Commercial Real Estate; Non-Profit Financing. Manages a portfolio in excess of $300MM in outstanding loan volume.
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Vp Commercial Banking Team Lead / Managing Director - Esop FinanceBankers Trust Dec 2008 - Apr 2024Des Moines, Iowa, Us
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Managing Director - Specialty Lending / Esop Finance & Commercial Banking Team LeadBankers Trust Dec 2008 - Apr 2024Des Moines, Iowa, Us
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Senior Business Relationship ManagerWells Fargo Bank, N.A. Apr 2005 - Nov 2008San Francisco, California, UsManaged Business Banking portfolio with the emphasis in cross-selling, business development and portfolio management. Lending area expertise includes: Commercial Lines of Credit; SBA Lending; Francise Lending; Credit Card Financing; Commercial Real Estate (Owner Occupied); Investor Real Estate; Construction Lending; Auto-Fleet Financing. -
Credit Officer / Junior Commercial LenderBankers Trust Company Mar 2002 - Apr 2005Des Moines, Iowa, Us
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Senior Credit AnalystWells Fargo Financial Feb 2000 - Mar 2002San Francisco, California, UsFocus on underwriting mortgage loan opportunities in the sub-prime market. Loan underwritten sold on Secondary Market through various correspondent relationships.
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Real Estate Research Analysis InternRerc Corporation Jan 1998 - Dec 2000West Des Moines, Ia, Us
Joe Dejong Skills
Joe Dejong Education Details
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University Of Northern IowaReal Estate Minor -
Graduate School Of Banking At The University Of Wisconsin - Madison
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Newton Senior High School
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University Of Wisconsin-MadisonGeneral
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Drake UniversityReady Leader Program
Frequently Asked Questions about Joe Dejong
What company does Joe Dejong work for?
Joe Dejong works for Roloff Construction
What is Joe Dejong's role at the current company?
Joe Dejong's current role is Business Advisory - ESOP.
What is Joe Dejong's email address?
Joe Dejong's email address is jd****@****ace.org
What is Joe Dejong's direct phone number?
Joe Dejong's direct phone number is +151524*****
What schools did Joe Dejong attend?
Joe Dejong attended University Of Northern Iowa, Graduate School Of Banking At The University Of Wisconsin - Madison, Newton Senior High School, University Of Wisconsin-Madison, Drake University.
What are some of Joe Dejong's interests?
Joe Dejong has interest in Children, Education.
What skills is Joe Dejong known for?
Joe Dejong has skills like Loans, Credit, Portfolio Management, Finance, Commercial Banking, Banking, Financial Analysis, Underwriting, Commercial Lending, Lines Of Credit, Credit Analysis, Mortgage Lending.
Who are Joe Dejong's colleagues?
Joe Dejong's colleagues are Danielle Hrabik, Kevin Prokop, Ron Siwa, Greg Wallis, Jeremy Green, Dj Webnet, Scott Reissig.
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