Gregory Siegel, Cfa, Cpa, Abv Email & Phone Number

New York, New York, United States

Responsible for developing and managing exam content for Levels II and III of the CFA Program. Analyze a wide array of asset classes and investment topics. Recruit, train and evaluate performance of external subject matter experts and consultants. Lead process improvement projects.

New York, NY

Planned, managed, and developed CFA curriculum content across various topics in investment analysis and portfolio management. Responsible for the integration of environmental, social and governance (ESG) content into the CFA Program and served as thought leader. Collaborated with subject matter experts in the investment field.

New York, NY

Primary responsibility for corporate credit analysis and strategy for leading global wealth management firm’s investment advisory and brokerage units. Serve as key internal expert for investment initiatives covering investment grade and high yield credit.

Direct responsibility for coverage of US financial services equities. Regularly published company and industry reports. Constructed and updated earnings models. Presented trading ideas to traders and other internal investment personnel. Mentored and supported interns and other junior investment staff.

Performed fundamental credit analysis on assigned companies, including generation of financial statement models and interaction with sell-side and rating agency analysts, and company management. Industry coverage primarily in the financial services sector, including banks, securities firms, insurance and specialty finance. Published internal research.

Analyzed corporate bonds in fixed income portfolios for money management firm. Responsible for covering primarily investment grade and cross-over credits in multiple industries, both financial services and industrials. Maturity profile of securities ranged across the entire yield curve.

Senior analyst responsible for providing and maintaining credit ratings for major rating agency. Industry coverage included U.S. financial institutions, hedge funds, and asset management companies. Conducted due diligence meetings with senior management of rated companies. Published company and industry research reports. Presented ratings recommendations.

Analyzed and reported operating performance and financial position of US banking subsidiaries for senior management. Participated in implementation of accounting policies, including the research and interpretation of GAAP and FASB issues.

New York, New York, United States

Conducted financial audits of clients, ranging from large, publicly held corporations to mid-sized private companies. Industries included manufacturing, retail, transportation and financial services. Reviewed SEC filings and analyzed FASB and GAAP issues. Supervised staff auditors on client engagements.

New York, New York, United States

Conducted financial audits of clients. Reviewed SEC filings and analyzed FASB and GAAP issues. Supervised staff auditors on client engagements. Prepared tax returns for corporate/individual clients.

Bs, Accounting

Mba, Finance