Jack Stein Location
Saint Petersburg, FL, US
Jack Stein Work
- 2025 - now Vice President, Corporate Development @ Raymond James
- 2024 - 2024 Board Member @ Trusted Resource Underwriters
- 2022 - 2024 Vice President @ Gallatin Point Capital LLC
- 2022 - 2024 Board Member @ Bowhead Specialty
- 2020 - 2022 Investment Associate @ Gallatin Point Capital LLC
- 2017 - 2020 Investment Banking Analyst @ Jefferies
- 2016 - 2016 Summer Associate @ Summit Partners
- 2015 - 2016 FP and A Intern @ Zendesk
Jack Stein Education
- University of Pennsylvania - The Wharton School
Bachelor’s Degree (Applied Economics, Finance and Management)
2013 - 2017
Jack Stein Skills
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Financial Modeling
- Financial Forecasting
- SaaS
- Leadership
- Data Analysis
- Public Speaking
- Research
Jack Stein Summary
Jack Stein, based in Saint Petersburg, FL, US, is currently a Vice President, Corporate Development at Raymond James. Jack Stein brings experience from previous roles at Trusted Resource Underwriters, Gallatin Point Capital LLC and Bowhead Specialty. Jack Stein holds a 2013 - 2017 Bachelor’s Degree in Applied Economics, Finance and Management @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Financial Forecasting and more. Jack Stein has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Raymond James Employees
-
Whitney Logan
Founder and President at Raymond James
Columbus, OH, US35 -
Ryan Jones
President and CEO at Raymond James
Denver, CO, US1 -
David Ammerman
CEO, Ammerman Wealth Management at Raymond James
Ponte Vedra Beach, FL, US11 -
Catherine Haffner
President, Haffner Private Wealth at Raymond James
San Antonio, TX, US5+5+ -
33
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Ryan Smith
President at Raymond James
Oak Park, IL, US11 -
Aaron Gabriel
President at Raymond James
San Ramon, CA, US25+ -
Patrick Lynch
COO, Financial Services Investment Banking at Raymond James
San Francisco, CA, US25 -
Taylor Jordan
Chief Operating Officer, Healthcare Investment Banking at Raymond James
Saint Petersburg, FL, US22 -
Michael Cox
President - Coastal Bay Wealth Management; CFP, RJFS at Raymond James
New Port Richey, FL, US24 -
Doug Brigman
President, Asset Management Services at Raymond James
Saint Petersburg, FL, US24 -
Greg Bruce
President, RIA and Custody Services Division (RCS) at Raymond James
Saint Petersburg, FL, US34 -
Mike White
Chief Marketing Officer at Raymond James
Saint Petersburg, FL, US25+
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