Jeni Middaugh Email & Phone Number
Senior Vice President @ Capital Square
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Jeni Middaugh Location
- Annapolis, MD, US
Jeni Middaugh Work
- 2024 -now Executive Advisor, Real Estate Alternatives and Investment Strategy @ Invicta Capital Advisors
- 2019 -now Senior Vice President @
- 2023 -2023 Vice President, RIA Product Specialist @
- 2019 -2023 Senior Regional Vice President, Mid-Atlantic @
- 2017 -2019 Senior Vice President @
- 2013 -2016 Regional Vice President @
- 2011 -2012 Vice President of Sales @
- 2009 -2011 Regional Vice President @ Priority Capital Group
- 2008 -2009 Regional Vice President @ United Development Funding
- 1997 -2005 Vice President of Sales @
Jeni Middaugh Education
- Georgetown University McDonough School of Business
Master's degree (Leadership)
- University of Maryland
Bachelor of Science (B.S.) (Business & Management)
Jeni Middaugh Skills
- Series 7
- Series 63
- Portfolio Management
- Financial Advisory
- Investment Strategies
- Due Diligence
- Trading
- Marketing
- Fixed Annuities
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Retirement Planning
- Wealth Management
- Sales
Jeni Middaugh Summary
- Jeni Middaugh, based in Annapolis, MD, US, is currently a Senior Vice President at Capital Square. Jeni Middaugh brings experience from previous roles at Invicta Capital Advisors, Capital Square and Inland Securities Corporation. Jeni Middaugh holds a Master's degree in Leadership @ Georgetown University McDonough School of Business. With a robust skill set that includes Series 7, Series 63, Portfolio Management, Financial Advisory, Investment Strategies and more. Jeni Middaugh has 2 emails and 2 mobile phone numbers on RocketReach.
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