Jordan Lindenmeyer, CTFA, CIMA®, AIF®

Director of Trust Services at First Mid Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Urbana, Illinois, United States, US

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Credentials

  • Certified Trust and Fiduciary Advisor (CTFA)
    American Bankers Association
    Feb, 2020
    - Oct, 2024
  • Leader of Leaders
    Leadership Pipeline Institute
    Nov, 2018
    - Oct, 2024
  • Certified Investment Management Analyst (CIMA)
    Investments & Wealth Institute
    Nov, 2010
    - Oct, 2024
  • Accredited Investment Fiduciary (AIF)
    Fi360 (now Broadridge)
    Jan, 2007
    - Oct, 2024

Experience

  • First Mid Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Trust Services
      • Jan 2017 - Present
  • First Mid
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Trust Officer
      • Aug 2016 - Jan 2017
  • Community Bank and Trust - Cedar Valley
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Officer
      • Jul 2014 - Aug 2016
    • Trust Investment Officer
      • Apr 2009 - Jul 2014

    • Assistant Trust Investment Officer
      • Aug 2006 - Apr 2009

Education

  • Eastern Illinois University
    Bachelor of Science - BS, Finance
    2002 - 2006

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