Avi Stein
CFO Global Wealth Management at Stifel Financial Corp.
- Role
- CFO Global Wealth Management at Stifel Financial Corp.
- Location
- Englewood, NJ, US
- LinkedIn followers
- 500 followers
About Avi Stein
Wealth management executive with extensive knowledge in the areas of accounting, finance, sales compensation, expense management, resource management, strategic planning, business continuity management, real estate planning and business management. Innovative leader that is result oriented, with excellent communication skills, strategic vision and tactical execution for delivering business results.
Experience
CFO Global Wealth Management
Dec 2015 — Present · New York, NY, US
Education
Yeshiva University
Bachelors of Science, Accounting
1994 — 1998
Skills
- Forecasting
- Financial Modeling
- Wealth Management
- Cost Savings Strategies
- Fixed Income
- Financial Reporting
- Compensation Structure Design
- Cost Management
- Strategic Financial Planning
- Business Analysis
- Finance
- Financial Analysis
- Financial Services
- Resource Management
- Budget Process
- Strategy
- Business Strategy
- Private Banking
- Product Management
- Management
- Financial Risk
- Trusts
- Trading Systems
- Equities
- Financial Planning
- Capital Markets
- Compensation Structures
- Restructuring
- Business Intelligence
- Investment Management
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