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
- CFO Global Wealth Management @ (December 2015 - Present)
- Chief Financial Officer - Americas @ Barclays Wealth and Investment Management (February 2013 - Present)
- Head of Business Management - Americas @ (April 2012 - February 2013)
- Director of Performance and Planning - Americas @ (September 2008 - April 2012)
- Vice President - Private Investment Management Finance @ Lehman Brothers (July 2004 - September 2008)
- Assistant Vice President - Legal Entity Control and Balance Sheet Group - @ Lehman Brothers (April 2002 - July 2004)
- Senior Associate @ (August 1998 - March 2004)
Avi Stein Education
- Yeshiva University
Bachelors of Science (Accounting)
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 Bachelors of Science in Accounting @ 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
James Zemlyak
President
St. Louis, MO, US
Avi Stein
CFO Global Wealth Management
Englewood, NJ, US
Rick Baur
Procurement Director- Vice President
St. Louis, MO, US
Joshua Bledsoe
Managing Director - Stifel
St. Louis, MO, US
Carol Denatale
Chief Operating Officer - Stifel
New York, NY, US
Phoebe del Castillo
Managing Director
St. Louis, MO, US
Kristen Johnson
Vice President, Benefits Director
St. Louis, MO, US
Natalea Beaudean
Managing Director and Investments - Stifel
St. Louis, MO, US
Ron Kruszewski
Chairman and CEO
St. Louis, MO, US
Matthew Smith
Managing Director
St. Louis, MO, US
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