Benjamin S. Stein work email
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Benjamin S. Stein personal email
Benjamin S. Stein is a Senior Associate at Orkila Capital. He possess expertise in public speaking, microsoft excel, powerpoint, leadership, microsoft office and 11 more skills. He is proficient in Hebrew.
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Senior AssociateOrkila CapitalNew York, Ny, Us
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AssociateOrkila Capital Feb 2022 - PresentNew York, New York, United States
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Fintech Investment Banking AnalystBank Of America Merrill Lynch Mar 2020 - Feb 2022New York, New York, United States -
Associate, Alternative Investments Technical SpecialistBank Of America Merrill Lynch Jan 2019 - Mar 2020Greater New York City Area
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Global Wealth And Investment Management Rotational Analyst - Investment Solutions GroupBank Of America Merrill Lynch Jun 2017 - Dec 2018Greater New York City Area- Performed in-depth investment analysis to support and expand an investment program offered in partnership with an external asset manager overseeing $39B in AUM.- Partnered with external asset managers and internal partners to ensure a consistent and effortless transition of 3,200 client accounts and $3.5B to a new investment platform.- Collaborated with a team focused on the expansion and development of an investment offering specifically designed to support the needs of institutional clients. - Led product expansion efforts to increase investment product availability for international clients to include offshore mutual funds and exchange traded funds.
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Global Wealth And Investment Management Summer AnalystBank Of America Merrill Lynch Jun 2016 - Aug 2016Hopewell, Nj- Supported the Annuity Product Team and assisted in determining suitability and product placement on the Merrill Lynch platform.- Collaborated with a team to develop a solution for retaining client asset outflows and presented to executive management.- Participated in strategic meetings focused on developing annuity recommendations and execution to coincide with the new Department of Labor fiduciary rule implementation.- Analyzed and created product simplification impact reports broken down based on division and market. - Redesigned the Annuity Resource Guide used by Financial Advisors to assist them in making annuity recommendations to clients. - Assisted in efforts to redesign annuity training content for Financial Advisors.
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Energy Sector AnalystPenn State University Jan 2014 - Aug 2016State College, Pennsylvania Area- Studied Energy Sector and analyze stock performance to provide data for the Nittany Lion Fund — a $7.5 MM student-run hedge fund.- Exposed to investing valuations such as the discounted cash flow and comparable analysis. -
Financial RepresentativeNorthwestern Mutual May 2015 - Dec 2015Hartford, Connecticut Area- Identified clients’ financial goals to construct a personalized plan while taking into account risk management, wealth accumulation, and wealth preservation and distribution.- Collaborated with a team of highly trained professional financial advisors to conduct meetings with the client base and design financial plans with a specific financial strategy. -
Executive Board Member, Vice President Of PhilanthropyThe Delta Chi Fraternity, Inc. Sep 2014 - Sep 2015State College, Pennsylvania Area- Selected by a brotherhood of 141 men to lead philanthropic activities and for the Jimmy V Foundation for cancer research.- Partnered with a team of 10 members to establish and enforce the standards and ethics of the fraternity to safeguard any risky behaviors taken within the house in accordance with the Inter-Fraternity Council. -
Administrative AssistantVanishing Veins Jul 2012 - Sep 2014Bloomfield, Connecticut- Oversaw renovation of 5,000 sq. ft. medical office and facilitated a smooth transition to and from a temporary location.- Managed all payment of bills to current and future vendors including payroll for more than 20 employees.- Collaborated to help create and modify advertising strategies through television, print, and email advertisements.- Ordered, organized, and helped to create all promotional inventory for cosmetic and medical procedures.
Benjamin S. Stein Skills
Benjamin S. Stein Education Details
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Finance
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Suffield Academy
Frequently Asked Questions about Benjamin S. Stein
What company does Benjamin S. Stein work for?
Benjamin S. Stein works for Orkila Capital
What is Benjamin S. Stein's role at the current company?
Benjamin S. Stein's current role is Senior Associate.
What is Benjamin S. Stein's email address?
Benjamin S. Stein's email address is be****@****ofa.com
What schools did Benjamin S. Stein attend?
Benjamin S. Stein attended Penn State University, Suffield Academy.
What skills is Benjamin S. Stein known for?
Benjamin S. Stein has skills like Public Speaking, Microsoft Excel, Powerpoint, Leadership, Microsoft Office, Microsoft Word, Management, Social Media, Customer Service, Networking, Teamwork, Marketing.
Who are Benjamin S. Stein's colleagues?
Benjamin S. Stein's colleagues are Jesse Du Bey, Alaa Mohamed, Donna (Christensen) Macdonald, Jack Lutkewitte.
Not the Benjamin S. Stein you were looking for?
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Rabbi Benjamin S. Perlstein
Psychiatric And Acute Care Chaplain At Newyork-Presbyterian HospitalNew York, Ny4mechonhadar.org, earthlink.net, tufts.edu, nyp.org1 +197839XXXXX
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