Greg Alan Eisen, Finance Expert in Seattle, WA, United States
Greg Alan Eisen

Finance Expert in Seattle, WA, United States

Member since March 27, 2017
Greg has a wide range of skills—having excelled in his career as a CPA in public accounting and subsequently in asset management—where he built an asset management product from $5 million in seed capital to $125 million in total assets under management. As a freelancer, he evaluates business models and performs valuations for them, digging into the revenue and cost drivers of those organizations and communicating the results to the stakeholders.
Greg is now available for hire

Career Highlights

Case studies

Industry Expertise

  • Consumer Products
  • Transportation & Shipping

Employment

  • Financial Valulation Analyst

    2016 - PRESENT
    Private Valuations, Inc.
    • Created valuation models for private company clients.
    • Performed valuations of holding companies and operating companies.
    • Wrote and issued valuation reports suitable to justify valuations used in transfer of ownership, gift taxation, estate taxation, and other purposes.
    • Interviewed business owners to gather source documents and background knowledge of intricacies of their business.
    • Interfaced with outside third parties—attorneys, CPAs, investment managers—in order to gain additional knowledge of the business owner's situation.
    Focus areas: Private Company Valuation
  • Financial Analyst

    2013 - PRESENT
    Singular Research
    • Built financial models to support the valuation models of subject companies.
    • Wrote and published reports on investment recommendations on subject companies.
    • Interviewed and engaged with subject company CEOs and CFOs to gather background knowledge about the business model.
    • Conducted research of outside third party sources to gain additional knowledge of subject company industry dynamics and competition.
    • Presented findings to interested parties in multiple formats: in-person, web-cast, and group presentations.
    Focus areas: Financial Forecasting, Investment Analysis
  • Chief Equity Strategist

    2012 - 2012
    E.K. Riley Investments, LLC
    • Advised a broker-dealer organization on equity investment strategy and security selection.
    • Led the investment research team.
    • Communicated recommendations to a field force of registered representatives on portfolio positions and strategy.
    • Chaired sales/research meetings focused on revenue generating investment strategies.
    • Generated profitable investment recommendations for the firm’s clients.
    • Built financial models on individual companies to generate price targets and valuation metrics.
    Focus areas: Financial Modeling, Portfolio Analysis, Investment Research, Equity Valuation, Equity Research
  • Senior Portfolio Manager

    2005 - 2010
    ICM Asset Management
    • Managed the small cap value and SMID cap value equity portfolios for institutions and individuals.
    • Successfully reorganized a client's portfolio structure to reduce inherited performance dispersion.
    • Achieved competitive returns in both tax sensitive and non-taxable client portfolios.
    • Marketed the firm's products to existing and new clients and advised clients on portfolio positioning and performance.
    • Built financial models of individual companies in a wide variety of industries to support investment decisions.
  • Portfolio Manager

    1996 - 2004
    SAFECO Asset Management
    • Grew an actively managed small cap value mutual fund from its seed capital to over $120 million assets under management.
    • Achieved a 5-year (through June 2004) annualized rate of return of 14.78%—exceeding the benchmark Russell 2000 and Russell 200 Value indices (which returned only 6.72% and 10.63% respectively).
    • Maintained a 4-star overall fund rating on Morningstar (ticker SFSCX).
    • Advised high-net worth investors and managed large-cap client portfolios as a portfolio manager for the SAFECO Trust Company.
    • Marketed a mutual fund product to institutional investors, via presentations in large and small groups.
    • Built financial models of individual companies in a wide variety of industries to support the investment decision process.

Education

  • Chartered Financial Analyst (CFA) - Charter #21849 in Financial Analysis
    1995 - 2017
    CFA Institute - Charlottesville, VA, USA
  • CPA Certificate (Inactive License - Certificate #11263) in Accounting
    1987 - 2017
    Washington State Board of Accountancy - Olympia, WA, USA
  • Bachelor's degree in Accounting and Business Administration
    1974 - 1978
    Rutgers University - New Brunswick, NJ, USA

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