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@stgeorge.com.au
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Jonathan Lee is listed as Executive Director at Solomons Capital, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at stgeorge.com.au and a matched LinkedIn profile for Jonathan Lee.
Jonathan Lee previously worked as Partner at Solomons Wealth Management Australia and Private Wealth Advisor at Macquarie Group. Jonathan Lee holds Bachelor Of Financial Advising, Accounting And Finance from Western Sydney University.
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Solomons Group Australia is provider of financial advisory, investment and corporate advisory services.We specialize in Medical, UHNW & Private business structuring and deliever opportunities where others don’t. By combining specialist adviser services ranging from legal, accounting to asset management with our unique business perspective, my team and I deliver original ideas and tailored specialist solutions to help people make confident financial decisions about their wealth.I am always happy to have a conversation with you so please feel free to give me a call on 0433 052 250
Listed skills include Banking, Portfolio Management, Financial Services, Investments, and 12 others.
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Brisbane, Queensland, Australia
Develop and implement strategic plans, managing the firm's financial performance, and building and maintaining relationships with key stakeholders. We provide capital, management & strategic guidance to the companies we invest in.In the past 3 years, we have deployed over 30m in private equity ventures and delivering multiple successful exits.
Eastern Suburbs
• Client management• Risk profiling• Investment Advisory• Retirement Planning• Maintaining strong relationships with clients
Gladesville
• Brand development, web site traffic growth, web site interface improvement. • Develop statistic monitoring systems.• Strategic Consulting, including business plan & sales strategy development.• Generating & advising new businesses sign ups• Policies and structuring commercial transactions.
Parramatta
• Client centric role• Ensure documentation for every financial plan written is compliant• Financial Research on clients• Assisting in client interviews and generating reports.• Demonstrate initiative, maintain concise communication skills with clients • Strict attention to detail and accuracy, and work cooperatively within a multi-disciplinary team
Top Ryde
• Top 10 sales in LAM leader board and 150% over target at Top Ryde• Daily management of branch customer relationships• Accountable for sales with a wide range of banking products• Growing branch books by being active in local community• Developing relationships with local business and referrers• Maintaining good relationships with high net worth clients with emphasis on top 100 clients• Assists with day to day banking needs and enquiries• Banking reviews and credit application processing
Carlingford
• Achieved 200% of sales targets • Achieved 130% of lending targets• Accountable for sales with a wide range of banking products• Assisting mobile lender in reaching target• Maintained no.1 Kiosk in NSW• Managed 2 staff in day to day kiosk operation• Liaising with local community to expand branch portfolio
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Jonathan Lee works for Solomons Capital.
Jonathan Lee is listed as Executive Director at Solomons Capital.
AeroLeads has found 1 work email signal at @stgeorge.com.au for Jonathan Lee at Solomons Capital.
Jonathan Lee is based in Greater Sydney Area, Australia while working with Solomons Capital.
Jonathan Lee has worked for Solomons Capital, Solomons Wealth Management Australia, Macquarie Group, Bt Financial Group, and Esteem Group Service.
You can use AeroLeads to view verified contact signals for Jonathan Lee at Solomons Capital, including work email, phone, and LinkedIn data when available.
Jonathan Lee holds Bachelor Of Financial Advising, Accounting And Finance from Western Sydney University.
Jonathan Lee is listed with skills including Banking, Portfolio Management, Financial Services, Investments, Financial Planning, Wealth Management, Relationship Management, and Business Development.
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