Jeff Stein Email
Instructor and Financial Educator @ Financial Knowledge
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Jeff Stein Location
- San Diego, CA, US
Jeff Stein Work
- Instructor and Financial Educator @ (May 2018 - Present)
- Financial Consultant @ major financial services company (January 2017 - May 2018)
- Wealth Strategist @ (January 2013 - August 2016)
- Wealth Management Financial Planner @ Wells Fargo Bank (September 2008 - December 2012)
- Regional Financial Planner @ (February 2004 - November 2007)
- Financial Planning Training and Support Manager @ (September 2002 - February 2004)
- Planning Support Specialist and Trainer @ Financial Profiles, Inc. (February 2001 - September 2002)
- Financial Consultant @ Comprehensive Financial Group (February 1998 - February 2001)
- Financial Consultant @ (November 1996 - January 1998)
Jeff Stein Education
- California Lutheran University
Master of Business Administration - MBA (Financial Planning)
2017-2021 - San Diego State University
Bachelor of Arts (Economics)
1992-1996 - Grossmont College
Associate Arts Degree (General Education)
Jeff Stein Summary
- Jeff Stein, based in San Diego, CA, US, is currently a Instructor and Financial Educator at Financial Knowledge. Jeff Stein brings experience from previous roles at major financial services company, Union Bank, Wells Fargo Bank and SunTrust Bank. Jeff Stein holds a 2017 - 2021 Master of Business Administration - MBA in Financial Planning @ California Lutheran University. Jeff Stein has 1 emails on RocketReach.
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