Director | Sr. Advisor Consultant – Southern California
Current
Jun 2024 - Present
AeroLeads people directory · profile
William Eismann, Cima® Email & Phone Number
Sales Director at FEF Distributors, LLC
at
First Eagle Investments
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Sales Director at FEF Distributors, LLC
Location
Lake Forest, California, United States
Who is William Eismann, Cima®? Overview
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Quick answer
William Eismann, Cima® is listed as Sales Director at FEF Distributors, LLC at First Eagle Investments, based in Lake Forest, California, United States. AeroLeads shows a matched LinkedIn profile for William Eismann, Cima®.
William Eismann, Cima® previously worked as Director | Sr. Advisor Consultant – Southern California at First Eagle Investments and Portfolio Specialist - West at Richard Bernstein Advisors (Rba). William Eismann, Cima® holds Master Of Business Administration - Mba from University Of Southern California.
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First Eagle Investments
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Profile bio
About William Eismann, Cima®
I work with with financial advisors, wealth managers, and planners throughout Southern California in the wire and RIA channels. I am pleased to help them and their clients with proven investment strategies through the First Eagle family of funds.With a heritage dating back to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets, while focusing on absolute returns and dedication to downside protection. Over its long history, the firm has helped its clients to preserve capital and earn attractive returns through widely varied economic cycles — a tradition that is central to its mission today. Please don’t hesitate to contact me to learn how First Eagle can support your goals of increasing client satisfaction, deepening relationships, and growing assets under management.The views and opinions expressed in my posts and profile are my own views, and do not reflect the views of my current or previous employers or LinkedIn.
Current workplace
William Eismann, Cima®'s current company
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4 roles
William Eismann, Cima® work experience
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Portfolio Specialist - West
- External Wholesaler, Portfolio/ETF Specialist and main client relationship contact for the Western Region (CA NV HI AK)
- Expand RBA product awareness (SMAs & ETFs) in major retail wirehouse/independent firms, RIAs and top private wealth advisors
- Conduct sales process through proactive client meetings, phone conversations, conference calls, seminars, webinars, and related initiatives to grow RBA assets
- Responsible for helping RBA grow from $3.6 billion to $9 billion in first three years, $16 billion AUM at the peak
Jan 2017 - Jun 2024
Advisor Consultant/Etf Specialist
- Manage a $500 million territory consulting wealth advisors in Southern California oninvestment strategies including 80 mutual funds, ETFs, and separately managed accounts
- Weekly territory travel for FA meetings, seminars, conferences and presentations
- $50 million monthly sales average
- Responsible for developing a yearly business plan to enhance PIMCO presence of mutualfunds, ETFs, and SMAs in wirehouse, independent and RIA channels
- Collaborate with top ranked wealth advisors at Merrill Lynch, UBS, Wells Fargo,Morgan Stanley, LPL, Raymond James, etc. to set up client events, build relationshipsand provide updates on portfolio attributions and risk.
- Provide critical fund analysis to retail, institutional and RIA clients to help diversifyportfolios using Morningstar, Zephyr and Thompson applications
Aug 2010 - Jan 2017
Mutual Fund Product Specialist
Aug 2007 - Aug 2010
3 education records
William Eismann, Cima® education
Master Of Business Administration - Mba
Bachelor Of Science (Bs), Business Administration And Management, General
Education record
Central Bucks Hs - East
FAQ
Frequently asked questions about William Eismann, Cima®
Quick answers generated from the profile data available on this page.
What company does William Eismann, Cima® work for?
William Eismann, Cima® works for First Eagle Investments.
What is William Eismann, Cima®'s role at First Eagle Investments?
William Eismann, Cima® is listed as Sales Director at FEF Distributors, LLC at First Eagle Investments.
Where is William Eismann, Cima® based?
William Eismann, Cima® is based in Lake Forest, California, United States while working with First Eagle Investments.
What companies has William Eismann, Cima® worked for?
William Eismann, Cima® has worked for First Eagle Investments, Richard Bernstein Advisors (Rba), Pimco, and Morgan Stanley.
How can I contact William Eismann, Cima®?
You can use AeroLeads to view verified contact signals for William Eismann, Cima® at First Eagle Investments, including work email, phone, and LinkedIn data when available.
What schools did William Eismann, Cima® attend?
William Eismann, Cima® holds Master Of Business Administration - Mba from University Of Southern California.
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