Eric Stein Email & Phone Number
Senior Vice President-Co Director Focus Risk Solutons @ Focus Financial Partners
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Eric Stein Location
- New York, NY, US
Eric Stein Work
- 2022 - now Senior Vice President-Co Director Focus Risk Solutons @
- 2020 - 2022 Vice President @
- 2018 - 2020 Wealth Management Insurance Consultant @
- 2016 - 2018 Vice President @
- 2014 - 2016 Wealth Management Advisor @
- 2011 - 2014 Director @
- 2007 - 2011 Registered Representative @
- 2005 - 2007 VP Business Development @ MSL Financial
- 2001 - 2005 Registered Representative @
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-Co Director Focus Risk Solutons 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 2 mobile phone numbers on RocketReach.
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Top Focus Financial Partners Employees
Michael Nathanson
Chairman
Naples, FL, US
Samuel Jack
Vice President, Strategy and Operations
New York, NY, US
Eric Stein
Senior Vice President-Co Director Focus Risk Solutons
New York, NY, US
Lenny Chang
Co-Founder and Managing Director
San Francisco, CA, US
Scott Anderson
Managing Director, Corporate Development
California, United States
Rinky Chopra
Vice President Financial Reporting
New York, NY, US
Eric Bold
Senior Vice President, Corporate Accounting and Finance
New York, NY, US
Elena Brennan
Senior Vice President of Corporate Systems
New York, NY, US
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