2026 -now Fractional Finance Partner (FP and A and Strategic Finance) @
2019 -2024 Equity Research Associate @
2018 -2019 Equity Research Associate @
2017 -2018 Associate National Bank Examiner @
2016 -2017 Assistant National Bank Examiner @
Kevin Stein Education
SUNY Oswego
Bachelor's Degree (Finance)
2012-2016
Southwest University of Political Science and Law 2015-2015
Kevin Stein Skills
Leadership
Business Planning
Microsoft Office
Teamwork
Management
Entrepreneurship
Bloomberg Terminal
Research
Microsoft Excel
Program Management
Communication
Public Speaking
Time Management
Team Leadership
Finance
Customer Service
Strategic Planning
Strategy
Investment Management
Kevin Stein Summary
Kevin Stein, based in Chicago, IL, US, is currently a Fractional Finance Partner (FP and A and Strategic Finance) at Strategy First Finance. Kevin Stein brings experience from previous roles at Stifel Financial Corp., Compass Point Research & Trading, LLC and Office of the Comptroller of the Currency. Kevin Stein holds a 2012 - 2016 Bachelor's Degree in Finance @ SUNY Oswego. With a robust skill set that includes Leadership, Business Planning, Microsoft Office, Teamwork, Management and more. Kevin Stein has 1 emails on RocketReach.
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