Philip Stein Email & Phone Number
Managing Director, Financial Advisor CFP® @ Morgan Stanley
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Philip Stein Location
- Florida, United States
Philip Stein Work
- 2007 -now Managing Director, Financial Advisor CFP® @
Philip Stein Education
- Hofstra University
MBA (Finance)
- State University of New York at Albany
BS (Economics)
Philip Stein Skills
- Microsoft Office
- Investments
- Customer Service
- Strategic Planning
- Financial Analysis
- Strategy
- Sales
- Portfolio Management
- Credit
- Series 65
- Alternative Investments
Philip Stein Summary
- Philip Stein, based in Florida, United States, is currently a Managing Director, Financial Advisor CFP® at Morgan Stanley. Philip Stein holds a MBA in Finance @ Hofstra University. With a robust skill set that includes Microsoft Office, Investments, Customer Service, Strategic Planning, Financial Analysis and more. Philip Stein has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Philip Stein?
Find contact details for 700 million professionals.
Others Named Philip Stein
Philip Stein
Partner
Miami, FL, US
Philip Stein
Managing Director, Financial Advisor CFP®
Florida, United States
Philip Stein
President and CEO
Jerusalem District, Israel
Philip Stein
President
Atlanta, GA, US
Philip Stein
Managing Director
Bavaria, Germany
Philip Stein
Medical Director
United States
Philip Stein
Owner
Israel
Philip Stein
Senior Legal Counsel
Cologne, NRW, DE
Top Morgan Stanley Employees
Akinyemi Akiwowo
Head of Dallas Legal and Compliance
New York, NY, US
Lori O'Reilly
Chief Operating Officer, Eaton Vance Equity
New York, NY, US
Judy Choi
Chief Operating Officer - Private Credit and Equity
New York, NY, US
Mia Burgess
Chief Operating Officer, Global Financial Crimes
New York, NY, US
Amanda Kan
Chief Operating Officer, U.S. Banks
New York, NY, US
John Ryan
President of US Banks
New York, NY, US
Jeffrey Holzschuh
Chairman, Institutional Securities Group
New York, NY, US
Deborah Benzel
COO, Global Marketing Strategy
New York, NY, US
Robert Remick
Chief Operating Officer-NY Metro Region
New York, NY, US
Chelsea Clark
Chief Operating Officer for Consulting Group
New York, NY, US
Anna Gitelman
COO for Internal Audit Division
New York, NY, US
Simon Cohen
Chief Operating Officer - Equity and Multi-Asset Trading
New York, NY, US
Tony Young
COO, Public Finance Investment Banking
New York, NY, US
Andy Plaisted
COO, Private Wealth Management
New York, NY, US
Elizabeth Jost
Chief Operating Officer - Firm Risk Management
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co