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Eric Stein
Eric Stein
Senior Vice President-Co Director Focus Risk Solutons | Focus Financial Partners
New York, New York, United States
Eric Stein
Summary
Eric Stein is a seasoned professional with over 25 years of experience in wealth management and asset protection, specializing in serving high net worth families. He holds licenses including Series 7 and Series 63, as well as certifications in Life, Health, Accident, and Variable Annuity. Currently, he serves as Senior Vice President and Co-Director of Focus Risk Solutions at Focus Financial Partners, where he collaborates with financial advisors to develop strategies aimed at achieving client financial goals. His extensive background encompasses various roles in prominent firms, showcasing his expertise in financial risk management and investment strategies. Eric's commitment to building relationships and networking has been instrumental in his career, contributing to his success in the financial services sector. He is passionate about personal planning and business continuity, making him a trusted partner in wealth management. With a degree in Communication from the University at Buffalo, Eric combines technical knowledge with strong interpersonal skills to navigate complex financial landscapes.
Eric Stein
Work Experience
Senior Vice President-Co Director Focus Risk Solutons at
Focus Financial Partners
March 2022 - Present
Vice President at
Highland Capital Brokerage
January 2020 - March 2022
Wealth Management Insurance Consultant at
HSBC
April 2018 - January 2020
Vice President at
Highland Capital Brokerage
October 2016 - April 2018
Wealth Management Advisor at
Gerstein Fisher
November 2014 - October 2016
Director at
Frenkel Benefits
July 2011 - November 2014
Registered Representative at
AXA Advisors, LLC
May 2007 - September 2011
VP Business Development at
Msl Financial
April 2005 - May 2007
Registered Representative at
Guardian Life
September 2001 - April 2005
Eric Stein
Education
University at Buffalo, Bachelor Of Arts (B.A.)
January 1987 - January 1991
Frequently Asked Questions about Eric Stein
What is Eric Stein email address?
Eric Stein's primary email address is ******@focusfinancialpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Eric Stein work for?
Eric Stein is a Senior Vice President-Co Director Focus Risk Solutons at Focus Financial Partners, a company specializing in Monetary Authorities-Central Bank.
Where Eric Stein graduated from?
Eric Stein holds a degree in Communication, General from University at Buffalo.
How can I directly contact Eric Stein?
To contact Eric Stein directly, you can use the email address ******@focusfinancialpartners.com. Complete contact information is available upon registration with Muraena.
Who is Eric Stein?
Eric Stein is a seasoned professional with over 25 years of experience in wealth management and asset protection, specializing in serving high net worth families. He holds licenses including Series 7 and Series 63, as well as certifications in Life, Health, Accident, and Variable Annuity. Currently, he serves as Senior Vice President and Co-Director of Focus Risk Solutions at Focus Financial Partners, where he collaborates with financial advisors to develop strategies aimed at achieving client financial goals. His extensive background encompasses various roles in prominent firms, showcasing his expertise in financial risk management and investment strategies. Eric's commitment to building relationships and networking has been instrumental in his career, contributing to his success in the financial services sector. He is passionate about personal planning and business continuity, making him a trusted partner in wealth management. With a degree in Communication from the University at Buffalo, Eric combines technical knowledge with strong interpersonal skills to navigate complex financial landscapes.
Eric`s contact details
******@focusfinancialpartners.com
******@gersteinfisher.com
Colleagues
Associate General Counsel, Vice President - Legal
Vice President
Senior Vice President Finance
VP of Finance
SVP Finance
Vice President
Vice President
Deputy General Counsel, Managing Director - Legal
VP - Finance
Senior Vice President Finance