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David Lien Email & Phone Number
VP of Internal Sales and Operations
at
Meeder Investment Management
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
VP of Internal Sales and Operations
Location
San Diego, California, United States
Company size
Who is David Lien? Overview
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Quick answer
David Lien is listed as VP of Internal Sales and Operations at Meeder Investment Management, a company with 137 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for David Lien.
David Lien previously worked as VP of Internal Sales & Operations at Meeder Investment Management and Financial Advisor at Ameriprise Financial Services, Llc. David Lien holds Bachelor Of Arts (Ba), Economics from University Of California, San Diego.
Company email context
Email format at Meeder Investment Management
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Meeder Investment Management
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Profile bio
About David Lien
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media
Current workplace
David Lien's current company
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Meeder Investment Management
9 roles
David Lien work experience
A career timeline built from the work history available for this profile.
Vp Of Internal Sales & Operations
Current
May 2024 - Present
Financial Advisor
Feb 2023 - Jul 2024
Director Of Investor Relations
Head of Investor Relations for CrowdStreet Advisors' suite of products, including advisory services, Private & Public Funds, Private Managed Accounts and Wealth Management Solutions.
Oct 2021 - Dec 2022
Vp Of Internal Sales & Investor Relations
Oversaw all aspects of Internal Sales & Investor Relations for IHC, managing a group of 8300% Capital Raise Increase + 400%+ AUM increase in 16 monthsSpearheading Account Management, Marketing & Operations for the firmTransitioned Fund Services from External to Internal
Jul 2020 - Oct 2021
Vice President Of Internal Sales
Alternative Investment Fund Sales: Hedge Funds, Private Equity/Debt, Real-Estate, QOZsCRM Expert | Salesforce Integration Committee | FinTech & Enterprise Sales | SaaSChannels: RIA’s | IBDs | Wires | Banks & Trusts | Institutions | Family OfficesSales Strategy & Report Analytics: Production, P&L, Market Penetration, Opportunity, Retention Player/Coach |.
Dec 2011 - Jul 2020
Private Client Banker
Acquire | Retain | Deepen relationships with HNW (Accredited Investors, QCs and QPs)Promote Bank Services: Business Banking, Mortgages, Asset Based LendingWealth Management: Investments, Risk Mitigation, Wealth Transfer, Trusts
Jan 2011 - Dec 2011
Business Development Manager
Mcgladrey Capital Markets
3 Verticals Focus: Consumer Products, Financial Services, EnergyInvestment Banking Services: M&A, Capital Raising, Business ValuationCreated Multiple Marketing Strategies: Industry Events, Celebrating Wins
Nov 2007 - May 2010
Sr. Internal Wholesaler
Variable & Fixed Annuities | Long-Term Care Sales SoCal: Wirehouses | IBDs | Banks$100M+/yr Territory Sales | Competition Committee
Oct 2004 - Nov 2007
Team & coworkers
Colleagues at Meeder Investment Management
Other employees you can reach at meederinvestment.com. View company contacts for 137 employees →
PG
Paul Geiger Cfp®
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
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JB
Joe Bell, Cfa, Cmt, Cfp®
Colleague at Meeder Investment Management
Columbus, Ohio Metropolitan Area, United States
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MF
Mickie Fortier
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
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JH
Joshua Hunter
Colleague at Meeder Investment Management
Bellevue, Ohio, United States, United States
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JS
Jacob Savage, Cfa
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
View →
BK
Brandon Kipp
Colleague at Meeder Investment Management
Powell, Ohio, United States, United States
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JM
Jim Mccourt, Cfa
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
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DS
Dale Smith, Cfa
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
View →
CF
Charlene Fisher
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
View →
BH
Blake Holbrook
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
View →
Paul Geiger Cfp®
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
View →
JB
Joe Bell, Cfa, Cmt, Cfp®
Colleague at Meeder Investment Management
Columbus, Ohio Metropolitan Area, United States
View →
MF
Mickie Fortier
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
View →
JH
Joshua Hunter
Colleague at Meeder Investment Management
Bellevue, Ohio, United States, United States
View →
JS
Jacob Savage, Cfa
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
View →
BK
Brandon Kipp
Colleague at Meeder Investment Management
Powell, Ohio, United States, United States
View →
JM
Jim Mccourt, Cfa
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
View →
DS
Dale Smith, Cfa
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
View →
CF
Charlene Fisher
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
View →
BH
Blake Holbrook
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
View →
1 education record
David Lien education
FAQ
Frequently asked questions about David Lien
Quick answers generated from the profile data available on this page.
What company does David Lien work for?
David Lien works for Meeder Investment Management.
What is David Lien's role at Meeder Investment Management?
David Lien is listed as VP of Internal Sales and Operations at Meeder Investment Management.
Where is David Lien based?
David Lien is based in San Diego, California, United States while working with Meeder Investment Management.
What companies has David Lien worked for?
David Lien has worked for Meeder Investment Management, Ameriprise Financial Services, Llc, Crowdstreet, Inspired Healthcare Capital, and Altegris Investments.
Who are David Lien's colleagues at Meeder Investment Management?
David Lien's colleagues at Meeder Investment Management include Paul Geiger Cfp®, Joe Bell, Cfa, Cmt, Cfp®, Mickie Fortier, Joshua Hunter, and Jacob Savage, Cfa.
How can I contact David Lien?
You can use AeroLeads to view verified contact signals for David Lien at Meeder Investment Management, including work email, phone, and LinkedIn data when available.
What schools did David Lien attend?
David Lien holds Bachelor Of Arts (Ba), Economics from University Of California, San Diego.
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