Investment Policy Analyst @ CI Assante Private Client (August 2024 - November 2025)
Operations Analyst @ (March 2022 - April 2024)
Investment Services Representative @ (April 2019 - March 2022)
Sales Associate @ (May 2018 - April 2019)
Compliance Consultant @ Self Employed (April 2018 - January 2019)
Private contractor @ Simple Designs Construction (June 2014 - December 2017)
Chief Grunt @ Need a Grunt (June 2010 - August 2011)
Matthew Stein Education
Houghton College
Bachelor of Arts (B.A.) (History)
2009-2013
Canadian Securities Institute
Matthew Stein Summary
Matthew Stein, based in Vaughan, ON, CA, is currently a Portfolio Administrator at Newhaven Asset Management Inc.. Matthew Stein brings experience from previous roles at CI Assante Private Client, CWB Wealth, RBC Direct Investing and Moores Clothing For Men. Matthew Stein holds a 2009 - 2013 Bachelor of Arts (B.A.) in History @ Houghton College. Matthew Stein has 1 emails on RocketReach.
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