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Gregory Heiser Email & Phone Number
Director, Performance Reporting and Analytics
at
IEQ Capital
1 work email found
@ieqcapital.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Performance Reporting and Analytics
Location
San Francisco, California, United States
Company size
Who is Gregory Heiser? Overview
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Quick answer
Gregory Heiser is listed as Director, Performance Reporting and Analytics at IEQ Capital, a with 243 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at ieqcapital.com and a matched LinkedIn profile for Gregory Heiser.
Gregory Heiser previously worked as Associate Director - Performance Analytics at Ieq Capital and Senior Associate - Performance Analytics at Ieq Capital. Gregory Heiser holds Economics from San Diego State University-California State University.
Company email context
Email format at IEQ Capital
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{first_initial}{last}@ieqcapital.com
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AeroLeads found 1 current-domain work email signal for Gregory Heiser. Compare company email patterns before reaching out.
Profile bio
About Gregory Heiser
Gregory Heiser is a Director, Performance Reporting and Analytics at IEQ Capital. He possess expertise in microsoft excel, leadership, financial economics, data analysis, time management and 6 more skills.
Listed skills include Microsoft Excel, Leadership, Financial Economics, Data Analysis, and 7 others.
Current workplace
Gregory Heiser's current company
Company context helps verify the profile and gives searchers a useful next step.
Ieq Capital
6 roles
Gregory Heiser work experience
A career timeline built from the work history available for this profile.
Associate Director - Performance Analytics
Current
Jan 2023 - Present
Senior Associate - Performance Analytics
Jan 2022 - Jan 2023
Associate - Performance Analytics
Jan 2020 - Jan 2022
Research Associate
- Work directly with the Investment Policy Committee (IPC) to translate raw research into client deliverables used in client seminars, forums, investment education workshops and webinars, aiding in client education- Establish expertise in data and software systems such as FactSet, Excel and PowerPoint, resulting in increased efficiency throughout the department- Edit and publish proprietary, internal research for broad consumption via internal research forums while providing valuable insight to our Investment Counselors- Discern current market events and disseminate the firm's opinion across departments, ensuring cohesiveness throughout the business
Jun 2019 - Jan 2020
Institutional Data Analytics & Reporting Associate
- Analyze and report on the data-intensive portions of Request for Proposals (RFPs), including portfolio allocation, characteristics, and risk statistics while providing valuable insight to the business- Utilize Microsoft Excel, Microsoft Access, and SQL via Toad Data Point to complete a wide-array of internal requests with an extraordinary attention to detail- Maintain firm and strategy data uploaded to various consultant databases while coordinating with consultant contacts in order to preserve valuable relationships- Manage resources and processes such as the generation of holdings reports and GIPS composite performance spreadsheets
Jun 2017 - Jun 2019
Team & coworkers
Colleagues at IEQ Capital
Other employees you can reach at ieqcapital.com. View company contacts for 243 employees →
VD
Victoria Dixon
Colleague at Ieq CapitalLos Angeles, California, United States
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CL
Catherine Li
Colleague at Ieq CapitalSan Francisco Bay Area, United States
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CN
Christian Nelson
Colleague at Ieq CapitalGreater Seattle Area, United States
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BS
Benjamin Steed, Cfa
Colleague at Ieq CapitalSan Francisco Bay Area, United States
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JD
Jack Deardorff
Colleague at Ieq CapitalLos Angeles, California, United States
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ZS
Zico S. Parmar
Colleague at Ieq CapitalSan Francisco Bay Area, United States
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PF
Pippa Fortenbaugh
Colleague at Ieq CapitalPalo Alto, California, United States
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EP
Emmet Powell
Colleague at Ieq CapitalSan Francisco, California, United States
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JS
Jack Shepard
Colleague at Ieq CapitalSan Francisco Bay Area, United States
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JP
Josh Perlmutter
Colleague at Ieq CapitalLos Angeles, California, United States
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Victoria Dixon
Colleague at Ieq CapitalLos Angeles, California, United States
View →
CL
Catherine Li
Colleague at Ieq CapitalSan Francisco Bay Area, United States
View →
CN
Christian Nelson
Colleague at Ieq CapitalGreater Seattle Area, United States
View →
BS
Benjamin Steed, Cfa
Colleague at Ieq CapitalSan Francisco Bay Area, United States
View →
JD
Jack Deardorff
Colleague at Ieq CapitalLos Angeles, California, United States
View →
ZS
Zico S. Parmar
Colleague at Ieq CapitalSan Francisco Bay Area, United States
View →
PF
Pippa Fortenbaugh
Colleague at Ieq CapitalPalo Alto, California, United States
View →
EP
Emmet Powell
Colleague at Ieq CapitalSan Francisco, California, United States
View →
JS
Jack Shepard
Colleague at Ieq CapitalSan Francisco Bay Area, United States
View →
JP
Josh Perlmutter
Colleague at Ieq CapitalLos Angeles, California, United States
View →
1 education record
Gregory Heiser education
FAQ
Frequently asked questions about Gregory Heiser
Quick answers generated from the profile data available on this page.
What company does Gregory Heiser work for?
Gregory Heiser works for IEQ Capital.
What is Gregory Heiser's role at IEQ Capital?
Gregory Heiser is listed as Director, Performance Reporting and Analytics at IEQ Capital.
What is Gregory Heiser's email address?
AeroLeads has found 1 work email signal at @ieqcapital.com for Gregory Heiser at IEQ Capital.
Where is Gregory Heiser based?
Gregory Heiser is based in San Francisco, California, United States while working with IEQ Capital.
What companies has Gregory Heiser worked for?
Gregory Heiser has worked for Ieq Capital and Fisher Investments.
Who are Gregory Heiser's colleagues at IEQ Capital?
Gregory Heiser's colleagues at IEQ Capital include Victoria Dixon, Catherine Li, Christian Nelson, Benjamin Steed, Cfa, and Jack Deardorff.
How can I contact Gregory Heiser?
You can use AeroLeads to view verified contact signals for Gregory Heiser at IEQ Capital, including work email, phone, and LinkedIn data when available.
What schools did Gregory Heiser attend?
Gregory Heiser holds Economics from San Diego State University-California State University.
What skills is Gregory Heiser known for?
Gregory Heiser is listed with skills including Microsoft Excel, Leadership, Financial Economics, Data Analysis, Time Management, Trend Analysis, Economic Policy, and Interpersonal Communication.
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