Brian Meidlinger, CIMA®
Investment Banking | Private Investments@ FNEX
North Liberty, Iowa, United States
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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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Emails and Phone Numbers

@eagleasset.com
@fnex.com
@gmail.com
+1 800289****
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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.

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Work Experience

Indianapolis, US

Financial Services

52
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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.
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Education

University of Iowa
University of Iowa

Mba - Concentration In Finance,

Finance

1999-2004