Eric Meier Email & Phone Number
Management Consultant @ Forum Financial Management, LP
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Eric Meier Location
- Chicago, IL, US
Eric Meier Work
- 2024 -now Management Consultant @
- 2023 -2024 Chief Financial Officer @
- 2019 -2023 Chief Financial Officer @
- now Chief Financial Officer and Managing Director @
- now Chief Financial Officer (CFO) and Chief Operating Officer (COO) @ Washington Wealth Management (now Kestra Financial Inc.)
- now Chief Operating Officer (COO) and Managing Director @
- 2004 -2005 Executive Vice President - Business Development @
- now Vice President - Strategic Planning @
- now Director - Corporate and International Business Development @
Eric Meier Education
- The University of Chicago - Booth School of Business
Masters of Business Administration (Accounting and Finance)
1996-1998 - Harvard Business School Executive Education
- Punahou School
Eric Meier Skills
- Strategy
- Mergers & Acquisitions
- Financial Services
- Business Valuation
- Financial Accounting
- Due Diligence
- Strategic Planning
- Investments
- Financial Analysis
- Information Technology
- Strategic Financial Planning
- Operations Management
- Financial Markets
- Investment Management
- Deal Structures
- Corporate Finance
- Proprietary Trading
- Trading
- Risk Management
- Equities
- Private Equity
- Project Management
- Scenario Analysis
- Derivatives
- Business Development
- Team Building
- Real Estate
- Human Resources
- Wealth Management
- Business Strategy
- Team Leadership
- Financial Modeling
- Management
- Broker-Dealer
- Hedge Funds
- Asset Management
- Financial Planning
- Financial Reporting
- financial and operational modeling
- Financial Statements
- Financial Statement Analysis
- Planning
- Mergers and Acquisitions
- Broker Dealer
- Microsoft Word
- JavaScript
- Finance
- Operations
- Business Analysis
Eric Meier Summary
- Eric Meier, based in Chicago, IL, US, is currently a Management Consultant at Forum Financial Management, LP. Eric Meier brings experience from previous roles at Forum Financial Management, LP, Savant Capital Management, Performance Trust Capital Partners and Washington Wealth Management (now Kestra Financial Inc.). Eric Meier holds a 1996 - 1998 Masters of Business Administration in Accounting and Finance @ The University of Chicago - Booth School of Business. With a robust skill set that includes Strategy, Mergers & Acquisitions, Financial Services, Business Valuation, Financial Accounting and more. Eric Meier has 3 emails and 2 mobile phone numbers on RocketReach.
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