Greg Eisen, Cfa work email
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Greg Eisen, Cfa personal email
Investment Manager, Financial AnalystConnect with me using: ►►► g.eisen@comcast.net ◄◄◄All Invitations to Connect WelcomeLION – LinkedIn Open Networker****************************Recruiters, HR Managers, Hiring Managers connect with me to get access to my network deep in industry leadership.****************************Financial professional with broad-based financial analysis experience. Recognized for success in equity and credit analysis. Consistently promoted based upon ability to perform, manage relationships, and sell ideas internally and externally. Results-centered professional committed to performance and predictability.To brainstorm and collaborate on any of these perspectives, call me at (206) 853-4753.
Investment Management Leadership In The Greater Seattle Area
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Founder | Investment Manager, Financial AnalystInvestment Management Leadership In The Greater Seattle Area 2015 - PresentAttending Networking Events Researching Industry LeadersTracking Industry TrendsParticipating in Industry Discussions
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Financial Analyst | InvestmentsSingular Research May 2013 - PresentSenior 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 also publish their firm's Market Indicators and Strategy Report.
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Investment Strategist | Financial AnalysisEk Riley Investments, Llc 2012 - 2012Seattle, Washington, UsSVP, 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 generating investment strategies. -
Senior Portfolio ManagerIcm Asset Management Mar 2005 - Jul 2010Spokane, Wa, UsRecruited 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 quarterly investment outlook communication. Communicated firm's marketing plan to consultants and institutional clients. -
Portfolio ManagerSafeco Asset Management Feb 1996 - Jul 2004Seattle, Wa, UsPromoted 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 Board of Directors.• 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 Russell 2000 Value indices, which returned only 6.72% and 10.63% respectively.• 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 -
Equities AnalystSafeco Asset Management Jan 1992 - Jan 1996Seattle, Wa, UsPromoted 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 and reported to the Director of Research. • 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.
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Credit AnalystSafeco Asset Management Jan 1986 - Jan 1992Seattle, Wa, UsRecruited 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.
Greg Eisen, Cfa Skills
Greg Eisen, Cfa Education Details
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Rutgers UniversityBusiness Administration/Accounting
Frequently Asked Questions about Greg Eisen, Cfa
What company does Greg Eisen, Cfa work for?
Greg Eisen, Cfa works for Investment Management Leadership In The Greater Seattle Area
What is Greg Eisen, Cfa's role at the current company?
Greg Eisen, Cfa's current role is Investment Manager, Financial Analyst | Open to new opportunities.
What is Greg Eisen, Cfa's email address?
Greg Eisen, Cfa's email address is g.****@****ast.net
What schools did Greg Eisen, Cfa attend?
Greg Eisen, Cfa attended Rutgers University.
What skills is Greg Eisen, Cfa known for?
Greg Eisen, Cfa has skills like Portfolio Management, Equities, Investments, Mutual Funds, Valuation, Finance, Financial Analysis, Equity Research, Strategy, Securities, Investment Strategies, Financial Modeling.
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