Caleb Stein

Caleb Stein Email and Phone Number

Vice President, Equity Research at Wells Fargo Securities
Caleb Stein's Location
Charlotte, North Carolina, United States, United States
Caleb Stein's Contact Details

Caleb Stein personal email

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About Caleb Stein

Caleb Stein is a Vice President, Equity Research at Wells Fargo Securities. Colleagues describe him as "As a consultant/analyst Caleb brings a diverse set of skills to the table. These skills include quickly analyzing and forming unique insights from existing data sets, rapidly assimilating customer IT and production tools to extract previously unavailable information from raw data, as well as designing and populating new, high integrity data sets despite all of the friction and noise generated by a real-world operating facility and its personnel. He can then synthesize the analysis into practical solutions and KPIs for performance improvement." and "Caleb is an exceptional consultant with an extremely high internal quality standard and excellent people skills. A creative, out-of -the-box thinker, Caleb was able to correctly anticipate changing needs at one of UMS' largest clients and to develop new, insightful metrics for measuring and improving the performance of maintenance and operations personnel at one of the larger fossil power plants in the country. Caleb's strong work ethic is notable, as is his easy-going personality and his ability to interact positively with an extremely broad cross section of society. I cannot recommend him too highly."

Caleb Stein's Current Company Details

Vice President, Equity Research at Wells Fargo Securities
Caleb Stein Work Experience Details
  • Wells Fargo Securities
    Associate, Equity Research
    Wells Fargo Securities Mar 2013 - Mar 2019
    Charlotte, Nc
    Associate Analyst to the Wells Fargo Securities equity research team covering the telecommunications services and communications infrastructure industries. 2018 Thomson Reuters ranking #1 earnings estimator of ~150 firms and ~1,800 analysts. Institutional Investor's 2018 All-America Research #3 Ranking in Communications Infrastructure sector. Responsibilities include writing research reports, financial statement analysis, equity evaluation and disseminating information on assigned companies through various publications to clients and to the public.Licensed securities registered representative. Series 7Series 63Series 86Series 87
  • Wells Fargo Securities
    Equity Research Assistant
    Wells Fargo Securities Oct 2011 - Mar 2013
    Chicago, Il
    Assist senior equity research analyst in the telecommunications industry and company research.
  • Ums Group
    Consultant
    Ums Group Oct 2009 - May 2011
    Parsippany, Nj
    Managed the execution of client projects in the Energy and Utilities industry, namely as the focal point of business analysis, report development and communication liaison between the client and project team members. Conducted a Fleet Optimization Assessment resulting in 8% asset reduction and an $800,000 annual Operations and Maintenance non-labor cost savings. Extensive global travel experience.
  • Ums Group Inc.
    Business Analyst
    Ums Group Inc. Mar 2008 - Oct 2009
    Facilitated a comprehensive staffing assessment that optimized the Operations and Maintenance staffing levels in conjunction with a major strategic asset construction.Implemented operational changes throughout a Midwest utility, ensuring organizational effectiveness, strong strategic planning, and improved performance management. Efforts increased client’s union employees’ productivity 150% and reduced delays 80%.
  • Ici Paints
    Associate Pricing Analyst
    Ici Paints Jan 2006 - Dec 2007
    Strongsville, Oh
    Hired after finishing undergraduate college and interning for two years with the Pricing & Sales Productivity Department. Responsible for Pricing Analysis and Reporting, and was part of a project team that implemented a new point of sale software which included a mobile platform.

Caleb Stein Skills

Financial Modeling Analysis Strategy Financial Analysis Strategic Planning Business Analysis Valuation Business Strategy Risk Management Finance Corporate Finance Business Process Improvement Equity Research Asset Managment Key Performance Indicators Investments Leadership Crm Financial Services Series 7 Management Consulting Energy Asset Management Mergers And Acquisitions Equities Due Diligence Forecasting Pricing Business Planning Portfolio Management Securities Capital Markets Series 63 Equity Valuation Business Finra Strategic Financial Planning Competitive Analysis Data Analysis Financial Reporting Managerial Finance Market Analysis Customer Relationship Management Series 86 Series 87

Frequently Asked Questions about Caleb Stein

What is Caleb Stein's role at the current company?

Caleb Stein's current role is Vice President, Equity Research at Wells Fargo Securities.

What is Caleb Stein's email address?

Caleb Stein's email address is cs****@****ail.com

What is Caleb Stein's direct phone number?

Caleb Stein's direct phone number is +144052*****

What skills is Caleb Stein known for?

Caleb Stein has skills like Financial Modeling, Analysis, Strategy, Financial Analysis, Strategic Planning, Business Analysis, Valuation, Business Strategy, Risk Management, Finance, Corporate Finance, Business Process Improvement.

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