Avi Stein Email & Phone Number
CFO Global Wealth Management @ Stifel Financial Corp.
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Avi Stein Location
- Englewood, NJ, US
Avi Stein Work
- 2015 -now CFO Global Wealth Management @
- 2013 -now Chief Financial Officer - Americas @ Barclays Wealth and Investment Management
- 2012 -2013 Head of Business Management - Americas @
- 2008 -2012 Director of Performance and Planning - Americas @
- 2004 -2008 Vice President - Private Investment Management Finance @ Lehman Brothers
- 2002 -2004 Assistant Vice President - Legal Entity Control and Balance Sheet Group - @ Lehman Brothers
- 1998 -2004 Senior Associate @
Avi Stein Education
- Yeshiva University 1994-1998
Avi Stein Skills
- Financial Analysis
- Financial Modeling
- Resource Management
- Product Management
- Business Strategy
- Cost Savings Strategies
- Budget Process
- Business Intelligence
- Trusts
- Compensation Structures
- Financial Reporting
- Trading Systems
- Wealth Management
- Cost Management
- Compensation Structure Design
- Business Analysis
- Forecasting
- Investment Management
- Management
- Private Banking
- Finance
- Financial Services
- Financial Risk
- Strategic Financial Planning
- Restructuring
- Strategy
- Fixed Income
- Financial Planning
- Equities
- Capital Markets
- Accounting
- Microsoft Office
- Portfolio Management
- Microsoft Excel
Avi Stein Summary
- Avi Stein, based in Englewood, NJ, US, is currently a CFO Global Wealth Management at Stifel Financial Corp.. Avi Stein brings experience from previous roles at Barclays Wealth and Investment Management, Wealth and Investment Management at Barclays and Lehman Brothers. Avi Stein holds a 1994 - 1998 Yeshiva University. With a robust skill set that includes Financial Analysis, Financial Modeling, Resource Management, Product Management, Business Strategy and more. Avi Stein has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Stifel Financial Corp. Employees
David Sliney
Chief Operating Officer
St. Louis, MO, US
Avi Stein
CFO Global Wealth Management
Englewood, NJ, US
Susan Robinson
Vice President Corporate Incentive and Travel
St. Louis, MO, US
Rick Baur
Procurement Director- Vice President
St. Louis, MO, US
Carol Denatale
Chief Operating Officer - Stifel
New York, NY, US
Rhett Geraghty
Vice President, Marketing Manager - Stifel
St. Louis, MO, US
Natalea Beaudean
Managing Director and Investments - Stifel
St. Louis, MO, US
Ron Kruszewski
Chairman and CEO
St. Louis, MO, US
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