Eric Stein Email & Phone Number
Partner @ East Bay Investment Solutions
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Eric Stein Location
- Charlotte, NC, US
Eric Stein Work
- 2018 -now Partner @
- 2017 -2018 Vice President @
- 2005 -2016 Chief Investment Officer @ RSM US Wealth Management LLC
- 2002 -2005 Vice President @
- 2000 -2002 Vice President @
- 1999 -2000 Associate @
- 1998 -1999 Senior Analyst @
- 1995 -1998 Performance Analyst @
- 1994 -1995 Bank Management Program @
Eric Stein Education
- Indiana University Bloomington
BS (Finance)
Eric Stein Skills
- Alternative Investments
- Financial Advisory
- Presentation Skills
- Independent Financial Advice
- Banking
- Commodities
- Fixed Income
- Retirement Planning
- Portfolio Management
- Capital Markets
- Investments
- Financial Risk
- Endowments
- Client Services
- Business Analysis
- Team Leadership
- 401K Retirement Savings Plans
- 401k
- Asset Allocation
- Strategy
- Equities
- Wealth Management
- Mutual Funds
- Relationship Building
- Investment Strategies
- Separately Managed Accounts
- Product Management
- Uma
- Financial Analysis
- Social Media Marketing
- Retirement Solutions
- Project Management
- Quantitative Research
- Due Diligence
- ETFs
- Risk
- Tax Efficiency
- Asset Location
- Public Speaking
- International Investment
- Correlation Analysis
- Small Cap
- 401 Retirement Savings Plans
Eric Stein Summary
- Eric Stein, based in Charlotte, NC, US, is currently a Partner at East Bay Investment Solutions. Eric Stein brings experience from previous roles at Nuveen, RSM US Wealth Management LLC and Goldman Sachs. Eric Stein holds a BS in Finance @ Indiana University Bloomington. With a robust skill set that includes Alternative Investments, Financial Advisory, Presentation Skills, Independent Financial Advice, Banking and more. Eric Stein has 2 emails and 3 mobile phone numbers on RocketReach.
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