2020 -
2025 Founder and Chief Executive @ Eric N. Berg Financial Planning and Analysis, LLC
2022 -
2022 Chief Financial Officer @
2018 -
2019 Chief Financial Officer @
2017 -
2018 Senior Advisor @
2011 -
2016 Managing Director, Head of Insurance Research and Associate Director of Research @
2000 -
2010 Managing Director @ Lehman Brothers
1995 -
1999 Managing Director and Associate Director of Research @
Eric Berg Education
Stanford University Graduate School of Business
The Wharton School
Bachelor of Science (BS) (Economics)
Eric Berg Skills
Financial Modeling
Financial Analysis
Investor Relations
Asset Management
Wealth Management
Valuation
Capital Markets
Equities
Mergers & Acquisitions
Forecasting
Budgeting
Equity Research
Competitive Intelligence
Insurance
Financial Reporting
Management
Leadership
IPO
Chartered Financial Analyst
CFA
Wall Street Research Analyst
Analytical Skills
Investments
Finance
Executive Management
Accounting
Working with Investors
Portfolio Management
Strategy
Angel Investing
Communication
Sales
Writing
Capital
Financial Services
Mentoring
Recruiting
Teaching
Public Speaking
Certified Public Accounting (CPA)
Training
Acquisitions
Presentations
Investment Valuation
Trading
Venture Capital
Growth Capital
Financial Accounting Standards Board (FASB)
Valuation Modeling
Corporate Development
Eric Berg Summary
Eric Berg, based in Larchmont, NY, US, is currently a Operating Advisor at Pegasus Capital Advisors. Eric Berg brings experience from previous roles at Eric N. Berg Financial Planning and Analysis, LLC, Midwest Holding Inc., Aviva India and Macquarie Group. Eric Berg holds a Stanford University Graduate School of Business. With a robust skill set that includes Financial Modeling, Financial Analysis, Investor Relations, Asset Management, Wealth Management and more. Eric Berg has 1 emails and 2 mobile phone numbers on RocketReach.
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