Management Consultant
Current
Sep 2024 - Present
AeroLeads people directory · profile
Eric Meier Email & Phone Number
Management Consultant
at
Forum Financial Management, LP
1 work email found
@savantwealth.com
4 phones found area 312
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Management Consultant
Location
Greater Chicago Area, United States
Who is Eric Meier? Overview
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Quick answer
Eric Meier is listed as Management Consultant at Forum Financial Management, LP, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at savantwealth.com, phone signal with area code 312, and a matched LinkedIn profile for Eric Meier.
Eric Meier previously worked as Chief Financial Officer at Forum Financial Management, Lp and Chief Financial Officer at Savant Capital Management. Eric Meier holds Masters Of Business Administration, Accounting And Finance from The University Of Chicago Booth School Of Business.
Company email context
Email format at Forum Financial Management, LP
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{first_initial}{last}@savantwealth.com
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AeroLeads found 1 current-domain work email signal for Eric Meier. Compare company email patterns before reaching out.
Profile bio
About Eric Meier
Accomplished financial services industry leader with deep financial, operations, strategic planning, business development, and investment expertise. Strategic and collaborative partner to ownership and business partners to drive growth, increase profitability, and manage value-driven change in growth and mature companies. Significant operations and technology experience and proven ability to drive enterprise value, inspire employee engagement, and build powerful teams. Comprehensive experience in U.S., Asia, and Europe. Deep cross functional background provides the unique ability to blend investment, financial, operational, and strategic acumen along with prudent business judgement and execution skills which has resulted in a history of profitable returns for senior management, Boards, and investors. Recruited by Investors and Boards to plan, advise, and execute profitable growth and/or restructuring of companies finances and operations, along with leading and developing disciplined, collaborative, high performance teams across diverse organizational objectives. Proven expertise in analyzing opportunities/investments, selling business cases, driving consensus and negotiations, and successful leading post deal executions. Over the course of my career, I have exercised my leadership strengths to optimize financial and operating margins, build new businesses, invigorate faltering organizations, and significantly raise profits working directly with management, staff, ownership and investors.Specialties:Financial and Operational Management | Opportunity Identification | Private Market Transactions | Strategic Planning | Financial Analysis | Change Management | Operational Efficiency | Technology | Profit and Loss Management | Forecast Planning | Profit and Loss Management | Risk Management | Leadership | Valuation | Negotiations | Business Modeling | Process Improvement | Talent Identification | Mentoring |
Listed skills include Strategy, Mergers And Acquisitions, Financial Services, Business Valuation, and 38 others.
Current workplace
Eric Meier's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 30 years
Eric Meier work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer
Strategic leadership of the Finance Function.
Sep 2023 - Sep 2024
Chief Financial Officer
Jun 2019 - Sep 2023
Chief Financial Officer And Managing Director
2015 - 2019
~4 yrs
Chief Financial Officer (Cfo) & Chief Operating Officer (Coo)
Washington Wealth Management (Now Kestra Financial Inc.)
High growth asset management/registered investment advisory (RIA) firm that used an acquisition based approach to grow assets under management (AUM's) with a national footprint in multiple US cities. Executed growth strategy, managed finance, operations, technology, and support functions. Worked with C-suite on firm's capital raise to support rapid growth. Helped lead sale to a large private equity company's portfolio firm.
2012 - 2014
~2 yrs
Chief Operating Officer (Coo) And Managing Director
Provided financial, operational, and management leadership for a privately held technology focused global investment company active across multiple asset classes. Responsible for finance/accounting, operations, technology investments, risk management, compliance, vendor management, and HR functions at corporate and international locations. Led M&A and FP&A to acquire assets to diversify into new markets and locations.
2006 - 2012
~6 yrs
Executive Vice President - Business Development
Structured and executed an international growth strategy, established business and investment operations in India, Singapore, London, Madrid, Sydney and U.S. locations. Responsible for finance function and investments and acquisitions (sourcing, due diligence/deal structuring, and integration) of new investment teams and locations.
Feb 2004 - Dec 2005
Vice President - Strategic Planning
Led financial and operational restructuring, strategic planning, FP&A, business development, and merger & acquisition due diligence for the CEO and Board of Directors. Helped lead company's restructuring to get ready for firm's initial public offering (IPO) by redesigning company's financial structure and processes, operating platform, technology, and product pricing strategies. Company was sold for $8B several years later. Reported to CEO and Board of Directors.
2000 - 2004
~4 yrs
Director - Corporate & International Business Development
Managed international and domestic business development initiatives. Provided sourcing, investment analysis and due diligence, negotiations and post deal execution and integration on strategic acquisitions, joint ventures, and technology investments.
1997 - 2000
~3 yrs
3 education records
Eric Meier education
Masters Of Business Administration, Accounting And Finance
The University Of Chicago Booth School Of Business
Education record
Harvard Business School Executive Education
Education record
Punahou School
FAQ
Frequently asked questions about Eric Meier
Quick answers generated from the profile data available on this page.
What company does Eric Meier work for?
Eric Meier works for Forum Financial Management, LP.
What is Eric Meier's role at Forum Financial Management, LP?
Eric Meier is listed as Management Consultant at Forum Financial Management, LP.
What is Eric Meier's email address?
AeroLeads has found 1 work email signal at @savantwealth.com for Eric Meier at Forum Financial Management, LP.
What is Eric Meier's phone number?
AeroLeads has found 4 phone signal(s) with area code 312 for Eric Meier at Forum Financial Management, LP.
Where is Eric Meier based?
Eric Meier is based in Greater Chicago Area, United States while working with Forum Financial Management, LP.
What companies has Eric Meier worked for?
Eric Meier has worked for Forum Financial Management, Lp, Savant Capital Management, Performance Trust Capital Partners, Washington Wealth Management (Now Kestra Financial Inc.), and Transmarket Group Llc.
How can I contact Eric Meier?
You can use AeroLeads to view verified contact signals for Eric Meier at Forum Financial Management, LP, including work email, phone, and LinkedIn data when available.
What schools did Eric Meier attend?
Eric Meier holds Masters Of Business Administration, Accounting And Finance from The University Of Chicago Booth School Of Business.
What skills is Eric Meier known for?
Eric Meier is listed with skills including Strategy, Mergers And Acquisitions, Financial Services, Business Valuation, Financial Accounting, Due Diligence, Strategic Planning, and Investments.
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