Nick Weis Email & Phone Number
Chief Investment Officer and Chief Financial Officer @ Evergreen Investments, LLC
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Nick Weis Location
- Lebanon, MO, US
Nick Weis Work
- 2023 -now Chief Investment Officer and Chief Financial Officer @
- 2019 -2023 Senior Vice President @
- 2015 -2019 Vice President - Investments @
- 2013 -2015 Senior Portfolio Manager @
- 2009 -2013 Investment Analyst @
- 2024 -now Director, Treasurer @
- 2020 -now Treasurer @
- 2024 -now Director, Audit Committee @
- 2024 -now Director @
- 2007 -2007 Markets Intern @
Nick Weis Education
- Missouri State University
Master of Business Administration (MBA) (Finance)
2010-2012 - Missouri Southern State University
BSBA (Finance)
2005-2009 - Missouri Southern State University
BSBA (Accounting)
2005-2009
Nick Weis Skills
- Financial Analysis
- Portfolio Management
- Quantitative Analysis
- Asset Valuation
- Financial Modeling
- DCF Valuation
- Microsoft Excel
- Finance
- Due Diligence
- Equities
- Valuation
- Accounting
- Securities
- Financial Reporting
- Mergers & Acquisitions
- Alternative Investments
- Management
- Microsoft Office
- Mergers and Acquisitions
- Marketing
- Wealth Management
- Business Analysis
- Project Management
- Sales
- Leadership
- Investments
Nick Weis Summary
- Nick Weis, based in Lebanon, MO, US, is currently a Chief Investment Officer and Chief Financial Officer at Evergreen Investments, LLC. Nick Weis brings experience from previous roles at Evergreen Investments, LLC and Evergreen Eagle Capital, LLC. Nick Weis holds a 2010 - 2012 Master of Business Administration (MBA) in Finance @ Missouri State University. With a robust skill set that includes Financial Analysis, Portfolio Management, Quantitative Analysis, Asset Valuation, Financial Modeling and more. Nick Weis has 4 emails and 4 mobile phone numbers on RocketReach.
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Top Evergreen Investments, LLC Employees
Nick Weis
Chief Investment Officer and Chief Financial Officer
Lebanon, MO, US
David Nelson
Accountant
Lebanon, MO, US
Matthew Wood
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Lebanon, MO, US
Michael Plaster
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Michelle Jones
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Danette Woodard
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