Jeni Middaugh Email & Phone Number
Senior Vice President @ Capital Square
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Jeni Middaugh Location
- Annapolis, MD, US
Jeni Middaugh Work
- Executive Advisor, Real Estate Alternatives and Investment Strategy @ Invicta Capital Advisors (January 2024 - Present)
- Senior Vice President @ (January 2019 - Present)
- Vice President, RIA Product Specialist @ (July 2023 - December 2023)
- Senior Regional Vice President, Mid-Atlantic @ (July 2019 - December 2023)
- Senior Vice President @ (January 2017 - December 2019)
- Regional Vice President @ (January 2013 - December 2016)
- Vice President of Sales @ (January 2011 - December 2012)
- Regional Vice President @ Priority Capital Group (January 2009 - December 2011)
- Regional Vice President @ United Development Funding (January 2008 - December 2009)
- Vice President of Sales @ (January 1997 - December 2005)
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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