Greg Garner, CFA

Experience

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  PASCO Capital

  May 1987 - Oct 1988

  Portfolio Manager

  Launch all cap equity fund.

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  Noroian Capital Management

  Dec 1988 - Feb 2002

  Senior Portfolio Manager, Director of Research

  Manage small, mid and large cap equity funds. Above benchmark performance with consistent top decile performance. Assets under management grew over 12-fold during my tenure. Direct Investment Committee process. Integrate skills of young analysts with those of experienced personnel. Create research department, hire and train equity analysts.

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  Equity Analytics

  Feb 2002 - Jul 2020

  President, Founder

  Create extensive Business Plans, valuation analyses, forecasts, acquisition analysis, PPM and related materials for companies seeking funding and new business development. Support equity raises of over $100 million, approvals for equity/debt funding of over $60 million, acquisitions of approximately $100 million, and partnership agreements to drive over $200 million in revenues. Completed work for companies in biotech, consumer, cannabis, telecom, oil & gas, alternative fuels, specialty chemicals, shipping. Create in-depth equity research for institutional investors. Generalist, cover many industries. Show less

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  Singular Research

  May 2007 - Dec 2013

  Director of Research

  Manage equity research team at Singular Research. Publish research on small cap equities. Awarded many 5-Star awards for earnings forecast accuracy from Starmine.

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  Millennium Asset Management

  Jan 2008 - Aug 2015

  Portfolio Manager

  Manage long/short hedge fund. Top decile performance.

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  Toptal

  Oct 2017 - Sept 2019

  Finance Consultant

  CEO and CFO level consulting on strategic planning, forecasts, valuation, and preparing companies to be properly positioned for funding rounds. Focus on early stage, pre-revenue and early-revenue enterprises

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  Philter Technologies

  Sept 2019 - now

  CFO, COO, Director of Corporate Strategy

  Philter Labs is the leader in micro-filtration technology, applying its patented technology and innovative designs to enhance the environment with clean air. In this era of COVID, we are more aware of harmful airborne contaminants. The initial target market is the elimination of secondhand smoke at the source from cannabis and nicotine users. Additional markets include the elimination of surgical smoke from the use of lasers in a wide range of surgeries. Target markets are in the multi billion dollar range. Show less