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
- Chief Investment Officer and Chief Financial Officer @ (February 2023 - Present)
- Senior Vice President @ (January 2019 - February 2023)
- Vice President - Investments @ (September 2015 - January 2019)
- Senior Portfolio Manager @ (May 2013 - September 2015)
- Investment Analyst @ (May 2009 - September 2013)
- Director, Treasurer @ (November 2024 - Present)
- Treasurer @ (January 2020 - Present)
- Director, Audit Committee @ (January 2024 - Present)
- Director @ (October 2024 - Present)
- Markets Intern @ (May 2007 - July 2007)
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 7 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
April Demoss
Assistant to the Chairman
Lebanon, MO, US
David Nelson
Accountant
Lebanon, MO, US
Cynda Andersen
Accountant
Lebanon, MO, US
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