Benjamin S. Stein Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York, United States

Greater New York City Area

Greater 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.

Hopewell, 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.

State 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.

Hartford, 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.

State 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.

Bloomfield, 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.

Bachelor’S Degree, Finance

Activities and Societies: Delta Chi Fraternity, Penn State Investment AssociationSmeal College of Business | Bachelor of Science.

Education record