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 @ Stifel Financial Corp.
2013 - now Chief Financial Officer - Americas @ Barclays Wealth and Investment Management
2012 - 2013 Head of Business Management - Americas @ Barclays Wealth Management
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2008 - 2012 Director of Performance and Planning - Americas @ Barclays Wealth Management
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 @ PwC

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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

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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.

Avi Stein Emails

Found 2 emails

Avi Stein Phone Numbers

Found 5 phone numbers

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