Eric Stein Email & Phone Number
Senior Vice President-Director Focus Risk Solutions @ Focus Financial Partners
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Eric Stein Location
- New York, NY, US
Eric Stein Work
- Senior Vice President-Director Focus Risk Solutions @ (March 2022 - Present)
- Vice President @ (January 2020 - March 2022)
- Wealth Management Insurance Consultant @ (April 2018 - January 2020)
- Vice President @ (October 2016 - April 2018)
- Wealth Management Advisor @ (November 2014 - October 2016)
- Director @ (July 2011 - November 2014)
- Registered Representative @ (May 2007 - September 2011)
- VP Business Development @ MSL Financial (April 2005 - May 2007)
- Registered Representative @ (September 2001 - April 2005)
Eric Stein Education
- University at Buffalo
Bachelor of Arts (B.A.) (Communication, General)
1987-1991
Eric Stein Skills
- Sales
- Finance
- Relationship Management
- Marketing
- Succession Planning
- Retirement
- Series 7
- Financial Services
- Mutual Funds
- New Business Development
- Sales Prospecting
- Sales Presentation Skills
- Building Relationships
- Business Networking
- Key Person Insurance
- Investment Strategies
- Fixed Income
- Bonds
- Municipal Bonds
- Equities
- REIT
- Global Investment Management
- Risk Assessment
- Financial Risk
- Risk Management
- Wealth Management
- Asset Management
- Fixed Annuities
- Investments
- Business Development
- Social Media
- Portfolio Management
- ETFs
- Variable Annuities
- Inventory Management
- Employee Benefits
- Series 63
- Problem Solving
- Estate Tax Planning
- Life Insurance
- Insurance
- Sales Presentation
- Global Investment
Eric Stein Summary
- Eric Stein, based in New York, NY, US, is currently a Senior Vice President-Director Focus Risk Solutions at Focus Financial Partners. Eric Stein brings experience from previous roles at Highland Capital Brokerage, HSBC and Gerstein Fisher. Eric Stein holds a 1987 - 1991 Bachelor of Arts (B.A.) in Communication, General @ University at Buffalo. With a robust skill set that includes Sales, Finance, Relationship Management, Marketing, Succession Planning and more. Eric Stein has 2 emails and 4 mobile phone numbers on RocketReach.
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Top Focus Financial Partners Employees
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Mark Israel
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Timothy Connor
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Daniel Kilduff
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Amrita Nangiana
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Stephanie Roberts
Senior Vice President, Infrastructure and Operations
Florida, United States
Zinovy Iosovich
Chief Growth Officer, Focus Partners
New York, NY, US
Samuel Jack
Vice President, Strategy and Operations
New York, NY, US
Adam Birenbaum
President
St. Louis, MO, US
Eric Stein
Senior Vice President-Director Focus Risk Solutions
New York, NY, US
Lenny Chang
Co-Founder and Managing Director
San Francisco, CA, US
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Managing Director, Corporate Development
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