Michael Stein Email & Phone Number
Managing Director - Technology and Defense Corporate Banking, Credit Products @ Regions Bank
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Michael Stein Location
- Charlotte, NC, US
Michael Stein Work
- 2025 -2026 Director – Technology and Defense Corporate Banking, Credit Products @
- 2026 -now Managing Director - Technology and Defense Corporate Banking, Credit Products @
- 2024 -2025 Executive Director, Industrials Corporate and Investment Banking @
- 2020 -2024 Executive Director, Consumer and Retail Corporate and Investment Banking @
- 2018 -2020 Vice President, Portfolio Manager, TMT Corporate and Investment Banking @
- 2016 -2018 VP, Senior Portfolio Manager, Financial Sponsors @
- 2012 -2016 Associate, TIAA Private Investments, Debt Private Placements @
- 2011 -2011 Private Wealth Management Summer Associate @
- 2011 -2011 Private Equity Summer Associate @
- 2011 -2011 MBA Consultant at YouTube @
- 2007 -2010 Client Development Associate @
- 2005 -2007 Investment Banking Analyst @
- 2004 -2004 Transaction Services Intern @
- 2003 -2003 Assurance and Business Advisory Services Intern @
Michael Stein Education
- University of Michigan - Stephen M. Ross School of Business
MBA
2010-2012 - University of Michigan - Stephen M. Ross School of Business
Master of Accounting
2004-2005 - University of Michigan - Stephen M. Ross School of Business
BBA (Sigma Phi Epsilon Fraternity)
2000-2004 - Passed Level I of the CFA Program (Dec 2016)
Michael Stein Skills
- Credit Management
- Loans
- Financial Modeling
- Valuation
- Investment Banking
- Private Equity
- Finance
- Capital Markets
- Portfolio Management
- Investments
- Investment Management
- Due Diligence
- Financial Analysis
- Business Development
- Asset Management
- Strategy
- Fixed Income
- Private Placements
- Corporate Finance
- Institutional Sales
- Capital IQ
- Microsoft Excel
- Mezzanine
- Credit Analysis
- Credit Risk
- Leveraged Finance
- Leveraged Lending
- Bloomberg
- Team Leadership
- PowerPoint
- Yield
- Global Asset Management
- Sales
- ABS
- Project Finance
- Microsoft Word
- Credit
- High Yield
- Capital
- Securities
- Consulting
- Market
- Competitive Dynamics
- Wealth Management Services
- Motors
- Structure
- Idea Generation
- SAN
- Business Administration
- Tenant
- Real Estate
- Temporary Placement
- Scholarships
- Assessment
- Real Estate Transactions
- Management
- Revenue
- Insurance Planning
- CRM
- Charlotte
- Covenants
- Public Speaking
- Accounting
- Subscriptions
- Issuer
- Relative Value
- Convertible Securities
- Healthcare
- Offering
- MAP
- Reports
- Variety Of Industries
- Sophisticated
- Diligent
- Risk Management
- New Business Development
- Robust
- American
- Chicago
- Credit Rating
- Analysis
- Ratings
- Preferred Stock
- Cash Flow
- Debt
- Debate
- Energy
- Sourced
- Client Development
- Project
- Chartered Financial Analyst
- Internal Audit
- Screens
- Portfolio
- YouTube
- Structured Finance
- Teaching
- Reviews
- Arbor
- Academic
- Treasurers
- Transaction Origination
- S&P
- Ross
- Manufacturing
- Theory
- Financial Transactions
- Conceptual Modeling
- Mergers and Acquisitions
- Industrial Sector
Michael Stein Summary
- Michael Stein, based in Charlotte, NC, US, is currently a Managing Director - Technology and Defense Corporate Banking, Credit Products at Regions Bank. Michael Stein brings experience from previous roles at Regions Bank and Wells Fargo. Michael Stein holds a 2010 - 2012 MBA @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Credit Management, Loans, Financial Modeling, Valuation, Investment Banking and more. Michael Stein has 3 emails and 2 mobile phone numbers on RocketReach.
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