Caleb Stein
Vice President, Equity Research at Wells Fargo Securities
- Role
- Vice President at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Caleb Stein
Self-motivated analytical professional with experience in the financial services, manufacturing and electric utility industries. Creative thinker who enjoys engaging challenges and working as part of a team. Strong communication skills, both written and verbal. Self-starter with the ability to make decisions and resolve problems with minimal supervision quickly and effectively.Specialties: • Financial modeling and analysis, equity valuations• Extracting insights from vast amounts of data to drive business decisions.• Data structuring and analysis, report layout• Synthesis of data and communications of results• Pricing analysis to uncover hidden patterns• Selection and use of Key Performance Indicators to monitor and improve performance.• Maintaining client relationships• Self-starter who enjoys taking charge of projects from beginning to completion.
Experience
Vice President
Mar 2019 — Present · Charlotte, NC, US
Education
University of the Sunshine Coast
International Business
2005 — 2005
Baldwin Wallace University
BA, Business: Marketing, Management
2003 — 2007
Skills
- Series 87
- Corporate Finance
- Financial Reporting
- Management Consulting
- Pricing
- Business Planning
- Financial Analysis
- Asset Managment
- Market Analysis
- Finance
- Asset Management
- Investments
- Financial Services
- Crm
- Energy
- Data Analysis
- Valuation
- Equity Valuation
- Financial Modeling
- Due Diligence
- Portfolio Management
- Competitive Analysis
- Equities
- Equity Research
- Strategy
- Capital Markets
- Series 7
- Analysis
- Key Performance Indicators
- Business Strategy
- Finra
- Leadership
- Strategic Planning
- Business Process Improvement
- Securities
- Forecasting
- Managerial Finance
- Series 86
- Business
- Risk Management
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