Jared Stein Email & Phone Number
Chief Operating Officer @ Strategy Financial Group
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Jared Stein Location
- Phoenix, AZ, US
Jared Stein Work
- Chief Operating Officer @ (September 2025 - Present)
- Chief of Staff @ Poterack Capital Advisory (May 2025 - September 2025)
- Vice President @ (January 2022 - April 2025)
- Regional Sales and Operations @ (May 2021 - January 2022)
- Special Projects Consultant @ (September 2020 - January 2022)
- Co-Founder | Managing Partner | Chief Operating Officer @ Williamsburg Fitness Inc. (April 2015 - June 2021)
- Director of Strategic Operations and Revenue @ (January 2018 - October 2019)
- Manager, Global Marketing Partnerships Finance Group @ (January 2013 - January 2014)
- Equity Sales @ (April 2012 - September 2012)
- Procurement and Commodities Specialist Consultant @ (September 2011 - April 2012)
- US and Japanese Equity Sales and Trading @ (September 2009 - August 2011)
Jared Stein Education
- Northeastern University
Master of Business Administration - MBA (Finance, General)
2012-2014 - York College of Pennsylvania
Bachelor of Science - BS (Finance, Economics)
2004-2008 - Manalapan High School 2000-2004
Jared Stein Summary
- Jared Stein, based in Phoenix, AZ, US, is currently a Chief Operating Officer at Strategy Financial Group. Jared Stein brings experience from previous roles at Poterack Capital Advisory, CIVANA Wellness Resort & Spa, Orangetheory Fitness | Austin Fitness Group and Ten Thousand, Inc.. Jared Stein holds a 2012 - 2014 Master of Business Administration - MBA in Finance, General @ Northeastern University. Jared Stein has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Strategy Financial Group Employees
Charles Dickens
Director of Wealth Management
Phoenix, AZ, US
Jeremy Kraut-Ordover
Chief Growth Officer
Phoenix, AZ, US
Olivia Abeln
Relationship Manager
Phoenix, AZ, US
Jessie Satterfield
Wealth Advisor
Phoenix, AZ, US
Jared Stein
Chief Operating Officer
Phoenix, AZ, US
Katy Gilster
Relationship Manager
Phoenix, AZ, US
Nyasha Barlow
Events Coordinator
Phoenix, AZ, US
Janice Jaeger
Operations Manager
Phoenix, AZ, US
Austin Castillo
Wealth Manager
Scottsdale, AZ, US
Andrew Abysalh
Financial Advisor
Scottsdale, AZ, US
Daniel Brown
Financial Advisor
Goodyear, AZ, US
Katie Tompulis
Marketing Specialist
Phoenix, AZ, US
Michael Jukich
Wealth Manager at Strategy Financial Group
Chandler, AZ, US
Richard Defrancesco
Wealth Manager
Cave Creek, AZ, US
John Langer
Wealth Manager
Peoria, AZ, US
Abigail Meade
Relationship Manager
Phoenix, AZ, US
Tracy Smith
Office Manager
Gilbert, AZ, US
Layne Andrews
Relationship Manager
Scottsdale, AZ, US
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