Jerry Lindeman Email & Phone Number

Stratford, On, Ca

Ontario, Canada

In this leadership role, I lead a team of Business Account Managers throughout Southwestern Ontario. My focus is to inspire, engage and motivate an outstanding group of individuals in order to provide an exception experience to our business clients.

In this relationship management role, I support 80 commercial clients in Stratford, New Hamburg, Listowel, Baden, Mitchell and surrounding areas. My specialties include real estate financing, working capital, acquisition financing, equipment financing, creative financing, credit structuring, analysis, leasing, deposits, cash management, business sucession planning and digital solutions. I focus on our local businesses in supply chain management, real estate, knowledge-based industries, skilled… Show more In this relationship management role, I support 80 commercial clients in Stratford, New Hamburg, Listowel, Baden, Mitchell and surrounding areas. My specialties include real estate financing, working capital, acquisition financing, equipment financing, creative financing, credit structuring, analysis, leasing, deposits, cash management, business sucession planning and digital solutions. I focus on our local businesses in supply chain management, real estate, knowledge-based industries, skilled trades, professionals, and those in the hospitality field. My mission is to help my clients reach their goals and become financially better off. Show less

Stratford, Ontario; St. Mary'S, Ontario; New Hamburg, Ontario

In this role I advised an assigned portfolio of small business owners in the Stratford, St. Mary's and New Hamburg markets; providing them with a broad range of custom financial solutions including business bank accounts, savings and investments options, borrowing facilities and cash management services. My specialties include Financial Statement Analysis, Credit Structuring, Cashflow Analysis, Start-up Financing, Underwriting, Creative Financing, Business Succession Planning and CSBFL… Show more In this role I advised an assigned portfolio of small business owners in the Stratford, St. Mary's and New Hamburg markets; providing them with a broad range of custom financial solutions including business bank accounts, savings and investments options, borrowing facilities and cash management services. My specialties include Financial Statement Analysis, Credit Structuring, Cashflow Analysis, Start-up Financing, Underwriting, Creative Financing, Business Succession Planning and CSBFL Financing. Show less

Kitchener/Waterloo, Ontario

- Support and coach small business owners in the Kitchener and Waterloo communities- Provide small business focused solutions to support cash flow and business expansion- Tailor investments under a business format to set-up clients for future gain

- Build and maintain client relationships- Develop debt liquidation plans including priorities and timelines- Implement financial planning recommendations- Monitor market trends to ensure clients plans remain effective

- Provide on-the-spot coaching to processing staff regarding processing and product inquiries- Compile and authorize client documentation- Provide phone support for call centre

Education record

Education record

Master Of Business Administration - Mba, Accounting And Finance