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Kevin Stein Location
Chicago, IL, US
Kevin Stein Work
Fractional Finance Partner (FP and A and Strategic Finance) @ (January 2026 - Present)
Equity Research Associate @ (March 2019 - May 2024)
Equity Research Associate @ (April 2018 - March 2019)
Associate National Bank Examiner @ (June 2017 - April 2018)
Assistant National Bank Examiner @ (June 2016 - June 2017)
Kevin Stein Education
State University of New York at 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 @ State University of New York at 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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