David Jeffrey Associates, Inc.
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Summary Of Services


Course offerings cover a wide range of financial topics of vital interest to bankers:
  • Financial Analysis
  • Corporate Finance and Credit Analysis
  • Industry and Business Analysis
  • Derivative Credit Analysis
  • Client Relationship Strategies
  • Private Banking Credit Analysis
  • Real Estate for Private and Community Bankers
  • Personal Cash Flow and Tax Analysis
  • Security Analysis
  • Financial Analysis for Non-Financial Manager.
To provide clients with additional resources, integration of finance topics, and better coordination of training, we have developed relationships with other professionals that allow us to extend course offerings which include the following:
  • Financial Accounting
  • Financial and Credit Writing
  • Capital Markets
We also undertake consulting assignments in the broad fields of credit and corporate finance.

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