Ian Biegelsen has a diverse work experience in the finance industry. Ian started their career at Merrill Lynch, where they worked as an Institutional Equity Research Sales from 1996 to 2001. Ian then moved on to CIBC Capital Markets, where they served as a Middle Market Equity Sales from 2001 to 2003. After that, Ian joined Morgan Keegan & Company as a Managing Director in the Institutional Equity Research Sales department, a position they held from 2003 to 2012. Ian then co-founded Potvin Partners in 2012, where they served as a Managing Member and played a key role in developing intelligence products for Fortune 500 companies. From 2015 to 2016, they worked as an SVP at U.S. Trust. Currently, Ian is working as a Sales Director at Acuris Global, overseeing various departments such as Dealreporter, Debtwire, Dealogic, and Mergermarket.
Ian Biegelsen has a Bachelor of Arts (B.A.) degree from the University at Albany, SUNY. Ian also holds certifications in FINRA Series 7, 63, and 65.
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