Greg Eisen, Cfa Email & Phone Number

Attending Networking Events Researching Industry LeadersTracking Industry TrendsParticipating in Industry Discussions

Senior Research Analyst and Market StrategistPublish equity research with an emphasis on underfollowed public securities. Research investment opportunities and generated actionable recommendations. Develop and maintained detailed earnings models of covered companies. The firm’s published product is sold to institutional investors on a subscription basis. I.

Seattle, Washington, US

SVP, Chief Equity StrategistRecruited to advise broker-dealer organization on equity investment strategy and security selection, leading a two-person team. Conducted security analysis and research, and communicated recommendations to a field force of over thirty-five registered representatives. Chaired weekly sales/research meetings focused on revenue.

Spokane, WA, US

Recruited to manage small cap value and SMID cap value equity portfolios for institutions and individuals, as part of a three-person team. Achieved competitive returns in both tax sensitive and non-taxable client portfolios. Reorganized client portfolio structure to reduce performance dispersion caused by multiple predecessor styles. Wrote client directed.

Seattle, WA, US

• Promoted to grow a small cap value fund seeded with $5 million. Managed a portfolio of 60 stocks diversified across all industry sectors. Provided semi-annual and quarterly reporting to shareholders and an independent.
• Grew fund to $120 million under management (including variable annuity account of $40 million). Achieved a five-year (through June 2004) annualized rate of return of 14.78%, exceeding the benchmark Russell 2000 and.
• Maintained a four-star overall fund rating on Morningstar (ticker SFSCX).
• Managed large-cap client portfolios as a portfolio manager for the Safeco Trust Company

Seattle, WA, US

• Promoted to provide valuations on companies across the transportation, food, beverage and tobacco, aerospace, engineering and construction and real estate investment trust segments. Supported seven portfolio managers.
• Supported consistent investment returns for the insurance company, benefit plans and mutual funds totaling $5 billion per year in assets under management.
• Provided stock picks for 90% large cap and 10% small cap portfolios.

Seattle, WA, US

Recruited into expanding division responsible for $20 billion of risk. Evaluated financial statements and established credit underwriting limits for surety bond credit lines ranging up to $100 million per client. Reported to the Director of Financial Analysis.