Patrick will be a part of IOI Capital and Markets’ growing network of professionals and he will focus on the financial advisor space, with an emphasis on alternative investments.
iownit is excited to announce Mr. Patrick Lindenmeyer is joining its broker-dealer subsidiary, IOI Capital and Markets. Patrick will focus on educating, connecting, and helping financial advisors differentiate themselves by providing their clients with improved access to alternative investments, and simplified asset management solutions for their practices.
Based in Indiana, Patrick brings over 15 years of experience in the financial services industry. Patrick has raised nearly $1 billion in life insurance, annuity, and the alternative investment space. Patrick started his career at Jackson National Life as an internal wholesaler before being promoted to RVP for the state of Indiana.
For the past 5 years, Patrick has worked in the alternative investment space, most recently as head of education for a private equity firm specializing in energy, technology, and real estate investments. In March of 2020, Patrick joined BlueWater Life Group, an organization committed to helping financial advisors differentiate themselves in a crowded marketplace.
Patrick will be a part of IOI Capital and Markets’ growing network of professionals and he will focus on the financial advisor space, with an emphasis on alternative investments. He will also work to help educate investors on how iownit’s investment platform can help them improve their private investment management processes, and access private securities markets.
An alum of Holy Cross College at Notre Dame, Patrick earned his Bachelor’s degree in Liberal Studies. Patrick also holds a Certified Funds Specialist designation and a Certificate in Alternative Investments from the Institute of Business and Finance.
If you have any questions you can contact Patrick directly at email@example.com