Brandon Stein Email & Phone Number
Founder and Principal Consultant @ Ashton Advisors
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Brandon Stein Location
- Houston, TX, US
Brandon Stein Work
- Founder and Principal Consultant @ (August 2025 - Present)
- Senior Advisor @ (June 2026 - Present)
- Board Advisor @ (October 2025 - Present)
- Director | Customer Transformation @ (October 2022 - October 2026)
- Head of Agency Partner Success | Acrisure Technology Group @ (January 2020 - January 2022)
- Strategic Director, Customer Success | Strategic Enterprise Portfolio @ (January 2019 - January 2020)
- Portfolio Success Director | Texas Mid-Market @ (January 2018 - January 2019)
- Strategic Success Director | Texas Mid-Market @ (January 2017 - January 2018)
- Vice President | Marketing and Business Development @ (January 2016 - January 2017)
- Customer Engagement | Strategy Lead @ (January 2014 - January 2016)
- Manager @ (January 2013 - January 2014)
- Senior Consultant @ (January 2011 - January 2013)
- Principal @ (January 2011 - May 2011)
- Investment Management | Associate @ (June 2010 - September 2010)
- Consultant @ (January 2008 - January 2009)
- Analyst @ (January 2006 - January 2008)
- Sales Associate @ (January 2004 - January 2006)
- Law Clerk, City of Chicago @ Cook County State's Attorney's Office (June 2005 - September 2005)
- Magic Demonstrator and Sales @ (January 1994 - January 2001)
Brandon Stein Education
- Texas McCombs School of Business
MBA (Finance, Entrepreneurship)
2009-2011 - Northwestern University
B.A. (Political Science, Business Institutions)
2002-2006 - The Awty International School
IB Program
1998-2002
Brandon Stein Skills
- AI Strategy
- Analytics
- Artificial Intelligence (AI)
- Business Development
- Business Strategy
- CRM
- Change Management
- Customer Experience
- Customer Success
- Executive Advisory
- Fractional Executive Leadership
- Go-to-Market Strategy
- M&A Operating Advisory
- Management Consulting
- Mergers & Acquisitions (M&A)
- Program Management
- Project Management
- Sales Operations
- Salesforce.com Consulting
- Strategic Planning
- Strategy
- Strategy Consulting
- Technical Advisory
- Entrepreneurship
- Marketing
- Sales
- Financial Modeling
- Financial Analysis
- Due Diligence
- Data Analysis
- Valuation
- Market Research
- Process Improvement
- Mergers & Acquisitions
- Business Performance Management
- Customer Engagement
- Customer Retention
- Business Analytics
- Salesforce.com
- CRM Program Management
- Center of Excellence
- Marketing Strategy
- Business Process Improvement
- Business Transformation
- Business Analysis
- Management
- Competitive Analysis
- Leadership
- Customer Relationship Management Crm
- Consulting
- Compensation/Incentive Design/Implementation
- Microsoft Word
- Sales and Marketing
- Business Performance
- Business Process
- Mergers and Acquisitions
- Financial Advisory
- Merchandise
- Greek
- Market
- Suppliers
- Winter
- Core Business
- Undergraduate
- Wealth Management Services
- Selling
- Net
- Practice Development
- Fortune 500
- Students
- Nba
- Primary Focus
- Mentoring
- Rockets
- Finance
- Investor Relations
- Career Development
- Talent Acquisition
- Return on Investment
- Driving
- Executive Positions
- Business Administration
- Sponsorship
- Adoption
- Real Estate
- Assessment
- C Level Leadership
- C Level
- Texas
- Revenue
- Design
- Simulations
- PC
- Human Capital
- Data Transformation
- Investment Portfolios
- Childhood
- Consumer Products
- Key Performance Indicators
- Integration
- Real Estate Development
- Metrics
- Consumer Marketing
- Investment Management
- Committees
- Gen
- Boston
- Accounting
- Human Resources
- Emerging Leaders
- Foreign Policy
- Market Data
- Portfolio Management
- Stewardship
- Consumer
- Disciplinary
- Business Services
- Project Leadership
- Voice
- Offering
- Software Solutions
- Engagements
- Fundraising
- Asset Allocation
- Outside Sales
- Fortune 100
- Devoted
- Strategies
- Sales Effectiveness
- Customer Insight
- Risk Management
- Asset Management
- National Accounts
- Practitioners
- Training
- Founding
- Deloitte
- Tuition
- Criminal Law
- Customer Service
- Enterprise Software
- Wealth
- Customer Analysis
- Conferences
- Novelty
- Private Equity
- Streamline
- Project Staffing
- Reporting
- Pre Sales
- Commercial Real Estate
- Chicago
- Business Readiness
- General Practitioner
- Tourism
- Social Media
- Commodities
- Admissions
- Sports
- Houston
- Consumer Electronics
- High Potential
- Retail
- Business Alignment
- Technical Requirements
- Lead Generation
- Energy
- Active
- Communication Protocols
- Technology Enablement
- Institutions
- Operations
- Workshops
- FinTech
- IT Leadership
- Guided Tours
- Revenue Recognition
- Mid Market
- Business Intelligence
- Business Case
- Pipelines
- Project
- Contractual Agreements
- Engagement
- Investment Banking
- Panel Discussions
- Corporate Development
- Compensation
- Cloud Computing
- Strategy Work
- Pricing
- Avid
- Yield
- Responsibility
- Internal Audit
- Council
- Corporate Outreach
- Leasing
- Fortune
- Executive Pay
- Sales Process
- Distribution
- International
- Ticketing
- Art
- Attracting
- Sales Compensation
- Commodity Markets
- Portfolio
- Reimbursement
- Private Clients
- Marketing Analytics
- Start Ups
- Stock Option
- Political Science
- Grants
- Business Process Re Engineering
- Electronics
- Fantasy
- Software
- Performance Reviews
- Financial Services
- Business Planning
- Professional Services
- Focus Groups
- Interviews
- Strategic Marketing
- Onboarding
- Strategic Sales
- SaaS
- Sales Execution
- Magicians
- Risk
- Broad Experience
- Trading
- Health Insurance
- Delivery
- Relationship Development
- Recruiting
- Industrial Products
- Traders
- Securities
- Performance Management
- High Growth
- Customer Relationship Management
Brandon Stein Summary
- Brandon Stein, based in Houston, TX, US, is currently a Founder and Principal Consultant at Ashton Advisors. Brandon Stein brings experience from previous roles at Alvarez & Marsal, Frontline 1st, MRE Consulting and Acrisure. Brandon Stein holds a 2009 - 2011 MBA in Finance, Entrepreneurship @ Texas McCombs School of Business. With a robust skill set that includes AI Strategy, Analytics, Artificial Intelligence (AI), Business Development, Business Strategy and more. Brandon Stein has 3 emails and 5 mobile phone numbers on RocketReach.
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