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
- Budget Process
- Business Analysis
- Business Intelligence
- Business Strategy
- Capital Markets
- Compensation Structure Design
- Compensation Structures
- Cost Management
- Cost Savings Strategies
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Risk
- Financial Services
- Fixed Income
- Forecasting
- Investment Management
- Management
- Private Banking
- Product Management
- Resource Management
- Restructuring
- Strategic Financial Planning
- Strategy
- Trading Systems
- Trusts
- Wealth Management
- 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 Budget Process, Business Analysis, Business Intelligence, Business Strategy, Capital Markets and more. Avi Stein has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Stifel Financial Corp. Employees
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St. Louis, MO, US
Avi Stein
CFO Global Wealth Management
Englewood, NJ, US
Sean McCarthy
Managing Director
St. Louis, MO, US
Carol Denatale
Chief Operating Officer - Stifel
New York, NY, US
Joseph Watson
Senior Vice President and Investments
St. Louis, MO, US
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Managing Director and Investments - Stifel
St. Louis, MO, US
Ron Kruszewski
Chairman and CEO
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