Greg Eisen
Founder | Investment Manager, Financial Analyst
Greg Eisen is a high-skilled professional, that works in Investment Management Leadership In the Greater Seattle Area as a Founder | Investment Manager, Financial Analyst from 2015. Greg Eisen has earned professional experience in more than seven positions at different companies. Greg Eisen went to the Rutgers University and got education. This person has these qualifications: Cfa - Chartered Financial Analyst, Cfa Institute, and Chartered Financial Analyst (Cfa). Seattle, Washington is the area, where this professional was lastly known to be settled. Greg's e-mail and phone are accessed through SoftwareOfficial by request.
Name variants:
Gregory Eisen
Last updated May 17, 2024
Contact Information
Last Update
Jul 4, 2022
Email
g.**@comcast.net
Location
Seattle, WA
Company
Investment Management Leadership In the Greater Seattle Area
Workplace
Founder | Investment Manager, Financial Analyst
Work History
Founder | Investment Manager, Financial Analyst
Attending Networking Events Researching Industry Leaders Tracking Industry Trends Participating in Industry Discussions
from 2015
Financial Analyst | Investments
Senior Research Analyst and Market Strategist Publish equity research with an emphasis on underfollowed public securities. Research investment opportunities and generated actionable recommen...
from May 2013
Investment Strategist | Financial Analysis
1420 5Th Ave SUITE 3300, Seattle, WA 98101
SVP, Chief Equity Strategist Recruited to advise broker-dealer organization on equity investment strategy and security selection, leading a two-person team. Conducted security analysis and r...
2012 — 2012
Senior Portfolio Manager
601 Main Ave SUITE 900, Spokane, WA 99201
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 ...
Mar 2005 — Jul 2010
Portfolio Manager
Seattle, WA
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 shar...
Feb 1996 — Jul 2004
Equities Analyst
Seattle, WA
Promoted to provide valuations on companies across the transportation, food, beverage and tobacco, aerospace, engineering and construction and real estate investment trust segments. Supporte...
Jan 1992 — Jan 1996
Credit Analyst
Seattle, WA
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 $1...
Jan 1986 — Jan 1992
Education
Occupations
Executive
Founder
Manager
Accountant
Financial Analyst
Finance and Accounting Specialist
Scientist
Research Analyst
Founding Member
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Research Assistant
Survey Researcher
Skills
Portfolio Management
Equities
Investments
Mutual Funds
Valuation
Finance
Financial Analysis
Equity Research
Strategy
Securities
Investment Strategies
Financial Modeling
Financial Risk
Asset Management
Capital Markets
Financial Services
Credit
Asset Allocation
Asset Managment
Investment Management
Bonds
Alternative Investments
Investment Advisory
Series 7
Hedge Funds
General Ledger
Auditing
Budgets
Trading
Trustee Investments
Accounting
Financial Reporting
Microsoft Excel
Microsoft Office
Forecasting
FAQs about Greg Eisen
What is the main profession of Greg Eisen?
Greg is a Founder | Investment Manager, Financial Analyst.
What jobs is Greg proficient at at?
Greg is a professional such jobs as Executive and Founder.
Where does Greg Eisen live?
Seattle, Washington is the place where Greg Eisen lives
What is Greg Eisen's email?
Greg's email is g.**@comcast.net.
How many companies did Greg Eisen work at?
Greg Eisen worked at seven jobs.
What education does Greg Eisen have?
Greg studied at the Rutgers University.
What are the certifications of Greg Eisen?
The professional received the following certifications: Cfa - Chartered Financial Analyst, Cfa Institute, and Chartered Financial Analyst (Cfa).
What is the industry that Greg Eisen worked in?
Greg Eisen works in Financial Services industry.