Bill Stein Email & Phone Number
Sr. Vice President, Institutional Sales
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Bill Stein Location
- Hawthorne, NJ, US
Bill Stein Work
- Sr. Vice President, Institutional Sales @ Celadon Financial Group, LLC (January 2005 - Present)
- Senior Vice President @ Spencer Trask (January 1994 - January 2001)
Bill Stein Education
- Hamilton College
BA (Economics)
1980-1984 - Ridgewood High
Bill Stein Skills
- Series 7
- Securities
- Fixed Income
- Equities
- Hedge Funds
- Asset Management
- Risk Management
- ETFs
- Financial Analysis
- Alternative Investments
- Investment Management
- Options
- Business Development
- Business Strategy
- Wealth Management
- Trading
- Separately Managed Accounts
- Bloomberg
- Investment Banking
- Derivatives
- Equity Trading
- Series 24
- Series 63
- Entrepreneurship
- Portfolio Management
- Investment Strategies
- Bonds
- Capital Markets
- Electronic Trading
- Trading Systems
- Structured Products
- Investments
- Asset Allocation
- Institutional Investments
- Emerging Markets
- Investment Advisory
- Equity Research
- FINRA
- Financial Markets
- Mutual Funds
- Teaching
- Strategic Planning
- Research
Bill Stein Summary
- Bill Stein, based in Hawthorne, NJ, US, is currently a Sr. Vice President, Institutional Sales at Celadon Financial Group, LLC. Bill Stein brings experience from previous roles at Spencer Trask. Bill Stein holds a 1980 - 1984 BA in Economics @ Hamilton College. With a robust skill set that includes Series 7, Securities, Fixed Income, Equities, Hedge Funds and more. Bill Stein has 1 mobile phone numbers on RocketReach.
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