Jeff Stein Email & Phone Number
Vice President, Retirement Plans Relationship Management @ Nationwide Financial
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Jeff Stein Location
- Columbus, OH, US
Jeff Stein Work
- 2017 -now Vice President, Retirement Plans Relationship Management @
- 2013 -now VP, Retirement Plans Operations @
- 2011 -2013 VP, Individual Products Operations @
- 2007 -2011 VP Life Underwriting and Operations @
- 2002 -2007 VP, Annuity Operations @
- 1999 -2002 AVP Life Underwriting and Operations @
- 1995 -1999 AVP Annuity Operations @
- 1980 -1986 YN2 @
Jeff Stein Education
- The American College
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)
2003-2006 - Capital University
Bachelor's degree (Business and Insurance)
1995-2004
Jeff Stein Skills
- Financial Services
- Insurance
- Fixed Annuities
- Retirement
- Life Insurance
- Relationship Management
- 401k
- Process Improvement
- Retirement Planning
- Underwriting
- Wealth Management
- Risk Management
- Strategic Financial Planning
- Leadership
- Term Life Insurance
- Series 6
- Investments
- Pensions
- Mutual Funds
- Property & Casualty Insurance
- Series 63
- Series 7
- Continuous Improvement
- Strategic Planning
- Change Management
- Financial Planning
- Business Analysis
- Business Planning
- Business Development
- Coaching
- Public Speaking
- Management
- Leadership Development
- Mentoring
- Business Process Improvement
- Entrepreneurship
- Cross-functional Team Leadership
- Organizational Development
- Business Strategy
- New Business Development
- Operations Management
- Team Building
- Business Intelligence
- Team Leadership
- Cross Functional Team Leadership
- Property and Casualty Insurance
Jeff Stein Summary
- Jeff Stein, based in Columbus, OH, US, is currently a Vice President, Retirement Plans Relationship Management at Nationwide Financial. Jeff Stein brings experience from previous roles at Nationwide Financial. Jeff Stein holds a 2003 - 2006 Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) @ The American College. With a robust skill set that includes Financial Services, Insurance, Fixed Annuities, Retirement, Life Insurance and more. Jeff Stein has 12 mobile phone numbers on RocketReach.
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