Charles Stein Email & Phone Number
Financial Consultant @ Fidelity Investments
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Charles Stein Location
- Chester Springs, PA, US
Charles Stein Work
- Financial Consultant @ (January 2025 - Present)
- Planning Consultant @ (August 2021 - January 2025)
- Senior Portfolio Analyst @ (June 2019 - August 2021)
- Account Analyst @ (March 2017 - May 2019)
- Investment Strategist Intern @ Brinker Capital (April 2013 - August 2015)
Charles Stein Education
- University of Pittsburgh
Bachelor of Science in Business Administration (Finance and Economics)
2012-2016
Charles Stein Skills
- Alternative Investments
- Leadership
- Microsoft Office
- Portfolio Management
- Investment Strategies
- Finance
- Financial Services
- Wealth Management
- Investment Management
Charles Stein Summary
- Charles Stein, based in Chester Springs, PA, US, is currently a Financial Consultant at Fidelity Investments. Charles Stein brings experience from previous roles at Fidelity Investments, BNY Mellon Wealth Management, BNY Mellon and Brinker Capital. Charles Stein holds a 2012 - 2016 Bachelor of Science in Business Administration in Finance and Economics @ University of Pittsburgh. With a robust skill set that includes Alternative Investments, Leadership, Microsoft Office, Portfolio Management, Investment Strategies and more. Charles Stein has 1 mobile phone numbers on RocketReach.
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