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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.
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Career Highlights

Education

Case studies

Industry Expertise

  • Consumer Products
  • Transportation & Shipping

Other Expertise

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 Valuations

  • 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: Investment Analysis, Financial Forecasting

  • 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: Equity Research, Equity Valuation, Investment Research, Portfolio Analysis, Financial Modeling

  • 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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