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Jared Stein, Mba Email & Phone Number
Chief of Staff
at
Poterack Capital Advisory
1 work email found
@civana.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief of Staff
Location
Phoenix, Arizona, United States
Who is Jared Stein, Mba? Overview
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Quick answer
Jared Stein, Mba is listed as Chief of Staff at Poterack Capital Advisory, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at civana.com and a matched LinkedIn profile for Jared Stein, Mba.
Jared Stein, Mba previously worked as Vice President at Civana Wellness Resort & Spa and Regional Sales & Operations at Orangetheory Fitness | Austin Fitness Group. Jared Stein, Mba holds Master Of Business Administration - Mba, Finance, General from Northeastern University.
Company email context
Email format at Poterack Capital Advisory
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{first}@civana.com
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Profile bio
About Jared Stein, Mba
Dynamic operations executive with a proven track record of scaling businesses and driving operational excellence across diverse industries. Known for combining strategic vision with hands-on execution to deliver exceptional results. Expertise in:Strategic Planning & Execution: Led multiple organizations through significant growth phases, including scaling a business from 1 to 5 locations with 40% annual revenue growthChange Management & Process Optimization: Spearheaded transformational projects including a $15M renovation, improving operational efficiency by 15%Cross-Functional Leadership: Built and led high-performing teams of 45+ across multiple locationsData-Driven Decision Making: Leveraging MBA and Data Science certification to implement innovative solutionsExecutive Partnership: Extensive experience working directly with C-suite leaders to drive strategic initiativesCurrently serving as Vice President of Operations at CIVANA, where I oversee comprehensive operational strategy and financial planning. Previously co-founded and scaled WillyB Fitness Group, demonstrating entrepreneurial acumen and ability to build successful businesses from the ground up
Listed skills include Series 7, Equities, Trading, Technical Analysis, and 16 others.
Current workplace
Jared Stein, Mba's current company
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10 roles
Jared Stein, Mba work experience
A career timeline built from the work history available for this profile.
Vice President
CurrentVice President of OperationsLed operational transformation initiatives resulting in 15% efficiency improvementManaged $15M renovation project while maintaining business continuityImplemented data-driven performance management systemsOversee financial planning and analysis, optimizing resource allocationDrive cross-functional collaboration to enhance guest.
Jan 2022 - Present
May 2021 - Jan 2022
Special Projects Consultant
Sep 2020 - Jan 2022
Co-Founder | Managing Partner | Chief Operating Officer
Williamsburg Fitness Inc.
- Currently oversee all operational and human capital for WillyB’s 6 facilities
- Managing Partner in charge of:Human CapitalBrand PartnershipsFacility ManagementProcurement and ContractsAccounts Receivable Location AcquisitionContinuing EducationCustomer RelationsInternal and External.
- Grew membership base from 0 to 1400 CrossFit Members in 5 years
- Expanded from 1 location to 5 locations in less than 5 years with no outside funding
- Lead the acquisition of 3 locations in 2019
- Grew Revenues over 40% annually, 20% Net Income per anum
Apr 2015 - Jun 2021
Director Of Strategic Operations & Revenue
- Oversaw all revenue-generating and business development for Eleva’s B2C and B2B channels
- Developed and executed Eleva’s retail strategy. This included market and real estate evaluation, construction management, resource sourcing, and staffing
- Managed operations for new store openings
- Lead the initiative for a company-wide re-brand
Jan 2018 - Oct 2019
Manager, Global Marketing Partnerships Finance Group
-Model forecasts, budgets, projections for USA Basketball & the NBA's Global Marketing Partnership Group- Lead the profitability structure conversation when partnering with a new sponsor.- Strategically work with business development to bring a more diversified group of sponsors to NBA Properties.
Jan 2013 - Jan 2014
Equity Sales
-Perform financial analysis on equity research while developing efficient pitches for institutional clients-Provide technical market outlook across variety of asset classes for fundamentally driven equity sales team-Market Western European Equity research to the institutional investment community
Apr 2012 - Sep 2012
Procurement And Commodities Specialist Consultant
-Formulated and executed SWAP and other hedging strategies to align with the company's raw material needs-Acted as Purchase Manager for all in-direct material purchases for Church & Dwight-Negotiated price, terms of delivery, legal language, and bill of good for the In Direct Purchasing Group
Sep 2011 - Apr 2012
Us & Japanese Equity Sales And Trading
-Formulated sales trade ideas involving commodities, equities, and currency-Managed several marketing initiatives for in-house research sales-Filtered and analyzed macro data points for sales team and clients-Analyzed proprietary research for sales and trading teams
Sep 2009 - Aug 2011
3 education records
Jared Stein, Mba education
Master Of Business Administration - Mba, Finance, General
Northeastern University
Bachelor Of Science - Bs, Finance, Economics
York College Of Pennsylvania
Education record
Manalapan High School
FAQ
Frequently asked questions about Jared Stein, Mba
Quick answers generated from the profile data available on this page.
What company does Jared Stein, Mba work for?
Jared Stein, Mba works for Poterack Capital Advisory.
What is Jared Stein, Mba's role at Poterack Capital Advisory?
Jared Stein, Mba is listed as Chief of Staff at Poterack Capital Advisory.
What is Jared Stein, Mba's email address?
AeroLeads has found 1 work email signal at @civana.com for Jared Stein, Mba at Poterack Capital Advisory.
Where is Jared Stein, Mba based?
Jared Stein, Mba is based in Phoenix, Arizona, United States while working with Poterack Capital Advisory.
What companies has Jared Stein, Mba worked for?
Jared Stein, Mba has worked for Poterack Capital Advisory, Civana Wellness Resort & Spa, Orangetheory Fitness | Austin Fitness Group, Ten Thousand, Inc., and Williamsburg Fitness Inc..
How can I contact Jared Stein, Mba?
You can use AeroLeads to view verified contact signals for Jared Stein, Mba at Poterack Capital Advisory, including work email, phone, and LinkedIn data when available.
What schools did Jared Stein, Mba attend?
Jared Stein, Mba holds Master Of Business Administration - Mba, Finance, General from Northeastern University.
What skills is Jared Stein, Mba known for?
Jared Stein, Mba is listed with skills including Series 7, Equities, Trading, Technical Analysis, Fx, Bloomberg, Excel, and Fx Options.
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