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
- Vice President, Retirement Plans Relationship Management @ (August 2017 - Present)
- VP, Retirement Plans Operations @ (July 2013 - Present)
- VP, Individual Products Operations @ (September 2011 - July 2013)
- VP Life Underwriting and Operations @ (January 2007 - September 2011)
- VP, Annuity Operations @ (April 2002 - August 2007)
- AVP Life Underwriting and Operations @ (July 1999 - March 2002)
- AVP Annuity Operations @ (January 1995 - June 1999)
- YN2 @ (January 1980 - January 1986)
Jeff Stein Education
- The American College of Financial Services
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)
2003-2006 - Capital University
Bachelor's degree (Business and Insurance)
1995-2004
Jeff Stein Skills
- 401k
- Business Analysis
- Business Development
- Business Intelligence
- Business Planning
- Business Process Improvement
- Business Strategy
- Change Management
- Coaching
- Continuous Improvement
- Cross-functional Team Leadership
- Entrepreneurship
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Investments
- Leadership
- Leadership Development
- Life Insurance
- Management
- Mentoring
- Mutual Funds
- New Business Development
- Operations Management
- Organizational Development
- Pensions
- Process Improvement
- Property & Casualty Insurance
- Public Speaking
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Series 6
- Series 63
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Team Leadership
- Term Life Insurance
- Underwriting
- Wealth Management
- 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 of Financial Services. With a robust skill set that includes 401k, Business Analysis, Business Development, Business Intelligence, Business Planning and more. Jeff Stein has 12 mobile phone numbers on RocketReach.
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