GREG EISEN CFA, CPA

Seattle, WA
206-853-4753
g.eisen@comcast.net
PROFILE
Senior Financial Analyst recognized for success in equity analysis. Proven
performance in fundamental security analysis. Expert at financial forecasting,
modeling, valuation and portfolio management. Accomplished at communicating in
written publications and in-person presentations.
PROFESSIONAL EXPERIENCE
SINGULAR RESEARCH
Calabasas, CA
2013 - Present
Equity Analyst
Generate profitable investment recommendations for clients in small-cap
public equities
Write proprietary stock research sold to a select subscriber base
Write a weekly analysis of the Major Market Indicators driving the domestic
equity market, assessing market and economic factors
Enable researched companies to reach and expand their investor base
Research small-cap companies and create extensive financial models
EK RILEY INVESTMENTS, LLC
Seattle, WA
2012
Chief Equity Strategist
Recruited to advise broker-dealer organization on equity investment strategy
and security selection, leading the research team
Communicated recommendations to field force of registered representatives
on portfolio positions and strategy
Chaired sales/research meetings focused on revenue generating investment
strategies
Researched profitable investment recommendations for the firms clients
ICM ASSET MANAGEMENT
Spokane, WA
2005-2010
Senior Portfolio Manager
Recruited to manage small cap value and SMID cap value equity portfolios
for institutions and individuals
Successfully reorganized client portfolio structure to reduce inherited
performance dispersion
Achieved competitive returns in both tax sensitive and non-taxable client
portfolios
Wrote client directed quarterly market outlook
Presented results and marketing plan to clients and consultants

Greg Eisen CFA, CPA

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SAFECO CORPORATION
Seattle, WA
1992-2004
Portfolio Manager, Safeco Asset Management (1996-2004)
Promoted to grow an actively managed small cap value fund from its seed
capital to over $120 million assets under management
Achieved a five-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 four-star overall fund rating on Morningstar (ticker SFSCX)
Advised and managed large-cap client portfolios as a portfolio manager for
the Safeco Trust Company
Marketed small cap value product to the institutional consultant marketplace
Equity Analyst, Safeco Asset Management
1992-1996
Determined equity valuations, recommendations and price targets for
multiple portfolio managers, reporting to the Director of Research
Wrote industry reports and individual company recommendations on
companies across the transportation, food, beverage and tobacco, aerospace,
engineering, construction and REIT industries
Supported consistent investment returns for Safeco Insurance company,
benefits plans and mutual funds totaling $5 billion in assets under
management
Provided security selection recommendations for 90% large cap and 10%
small cap portfolios
AREAS OF EXPERTISE AND ADDITIONAL SKILLS

Equity Portfolio Management

Securities analysis Specialty in Small-cap and micro-cap stocks
Complex Financial and Quantitative Modeling
Financial forecasting and variance analysis
Written Communication of Investment concepts and Client Relations
Investment Valuations
Financial Statement and Ratio Analysis
Tax Sensitive Investing
Former Practicing CPA in Public Accounting
Proficient with Bloomberg, FactSet, MS Office Suite
EDUCATION
Rutgers University, New Brunswick, NJ
BA Accounting
PROFESSIONAL CERTIFICATIONS
CFA Chartered Financial Analyst
CPA Certified Public Accountant