Jeff Stein Location
- San Diego, CA, US
Jeff Stein Work
- 2018 -now Instructor and Financial Educator @
- 2017 -2018 Financial Consultant @ major financial services company
- 2013 -2016 Wealth Strategist @
- 2008 -2012 Wealth Management Financial Planner @ Wells Fargo Bank
- 2004 -2007 Regional Financial Planner @
- 2002 -2004 Financial Planning Training and Support Manager @
- 2001 -2002 Planning Support Specialist and Trainer @ Financial Profiles, Inc.
- 1998 -2001 Financial Consultant @ Comprehensive Financial Group
- 1996 -1998 Financial Consultant @
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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