Brian Meidlinger, CIMA®
University of Iowa
Tell me more about Brian Meidlinger, CIMA®?
Brian Meidlinger, CIMA(r) is a highly experienced professional with 16.6 years of work experience in the investment management industry. He specializes in mutual funds, 401k, asset allocation, investments, and retirement planning. Based in the United States, Brian has worked with renowned investment firms such as FNEX, AlphaMax Distributors, OppenheimerFunds, and Raymond James Investment Management. He is skilled in sales, securities, asset management, pension funds, and investment strategies. Brian holds a Master's degree in Business Administration and a Concentration in Finance from the University of Iowa.
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About
Alternatives | Private Investments | Investment Banking - Work closely with Wealth Advisors and other Investment Professionals on Alternative Investment strategies, Private and Public Investments, and Business Owner Solutions (Investment Banking). Investment Banking through Vesticor - An Investment Bank focused on closely-held businesses in the Lower-Middle Market and caters to the Wealth Advisor and their Business Owner Clients through Sell-Side M&A, Growth Capital, and Exit Strategies... The Investment firms I work with manage unique, high active share investment strategies - Alternatives and Boutique Asset Managers, Private Equity, Private Credit, Private Real Estate, Mutual Funds... Act as the distribution arm by sourcing/raising investment capital. Investment Firms include AlphaCentric, Leader Capital, Altegris, Primark Capital, Forum Capital, and various Private Investment deals. Aside from being a small business owner myself, I am experienced with a demonstrated history of working in the investment management industry. Skilled in Sales, Securities, Asset Management, Pension Funds, and Investment Strategies. Strong business development professional with a Master in Business Administration (MBA) with a Concentration in Finance from University of Iowa - Tippie School of Management, Securities licensed, and CIMA(R) designee.
...See MoreWork Experience
Investment Banking | Private Investments
Managing Director
Financial Services
Brian Meidlinger, CIMA®'s Professional Milestones
- Regional Vice President (2014-04-01~2018-08-01): Executing strategic initiatives across multiple regions, driving revenue growth and establishing strategic partnerships.
- Sales Representative (2007-04-01~2010-01-01): Achieved record-breaking sales targets, exceeding expectations and exceeding sales targets.
Education
Mba - Concentration In Finance,
Finance
1999-2004Skill
Mutual Funds
401k
Asset Allocation
Investments
Retirement Planning
Defined Benefit
Relationship Management
Financial Services
Defined Contribution
Retirement Plan Consulting
Qpfc
Pensions
Retirement
Insurance
Employee Benefits
Sales
Series 63
Series 7
Interval Funds
Investment Sales
401 Retirement Savings Plans
Series 6
Securities
Wealth Management
Investment Advisory
Asset Management
Investment Strategies
Financial Advisory
Finance
Alternative Investments
Customer Service
Etfs
Separately Managed Accounts
Direct Sales
Sales Presentations
Sales And Marketing
Investment Management
Equities
Wealth Management Services
Bonds
Finra
Business Development
Fiduciary
Retirement Benefits
Certification
Colleagues
Daniel Hayes
associate director of compliance at fnex capital
Todd R. Ryden
founder ceo fnex
Edward Finocchiaro
partner regional director of maverick fund solutions
Christy Vavra
director of compliance at fnex
Judah Plotner
founder at firefly partners llc
Other Named Brian Meidlinger, CIMA®
Frequently asked questions
We found 3 Brian Meidlinger, CIMA®'s email addresses
We found 1 Brian Meidlinger, CIMA®'s phone numbers
Brian Meidlinger, CIMA®'s social media include: Linkedin,
Brian Meidlinger, CIMA® works for FNEX
Brian Meidlinger, CIMA®'s role in FNEX is Investment Banking | Private Investments
Brian Meidlinger, CIMA® works in the industry of Financial Services
Brian Meidlinger, CIMA®'s colleagues are Daniel Hayes,Todd R. Ryden,Edward Finocchiaro
Brian Meidlinger, CIMA®'s latest job experience is Investment Banking | Private Investments at FNEX
Brian Meidlinger, CIMA®'s latest education in University of Iowa