Founder
Current
Jul 2023 - Present
AeroLeads people directory · profile
Jonathan Stein Email & Phone Number
Founder, CEO, Serial Instigator
at
Warmer
4 work emails found
@betterment.com
12 phones found area 617, 214, 646, 212, 305, and 888
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Founder, CEO, Serial Instigator
Location
Pound Ridge, New York, United States
Who is Jonathan Stein? Overview
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Quick answer
Jonathan Stein is listed as Founder, CEO, Serial Instigator at Warmer, based in Pound Ridge, New York, United States. AeroLeads shows a work email signal at betterment.com, phone signal with area code 617, 214, 646, 212, 305, 888, and a matched LinkedIn profile for Jonathan Stein.
Jonathan Stein previously worked as Founder at Warmer and Founder and Board Member at Betterment. Jonathan Stein holds Ba, Economics from Harvard University.
Company email context
Email format at Warmer
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*@betterment.com
77% confidence
AeroLeads found 4 current-domain work email signals for Jonathan Stein. Compare company email patterns before reaching out.
Profile bio
About Jonathan Stein
I’m a serial entrepreneur. I aim to build organizations of great purpose and impact. I have 20 years leadership experience in finance and tech, consumer and B2B, from startups to public cos. At Betterment, the last company I founded, I led as CEO for 13 years, grew the valuation to more than $1.5B, the team to more than 400 people, and today we have $50B of assets and 1M happy customers. I'm now building something new.My "polestar" is efficiency: making more from less, because efficiency makes us humans all better off. Simplicity, transparency, and reliability are guideposts pointing to efficiency. We often make most efficient progress by running fast (even if initially in the wrong direction) and correcting as we go. I'm motivated to help family, friends, and customers make the most of life and to build beautiful, intuitive, and delightful products.I believe relationships are *everything* and that our best work is in the service of others. As Utilitarian John Stuart Mill said best, happy people are focused on an objective "other than their own happiness; on the happiness of others, on the improvement of mankind, even on some art or pursuit, followed not as a means, but as itself an ideal end. Aiming thus at something else, they find happiness by the way.”
Listed skills include Strategy, Start Ups, Entrepreneurship, Investments, and 8 others.
Current workplace
Jonathan Stein's current company
Company context helps verify the profile and gives searchers a useful next step.
19 roles · 29 years
Jonathan Stein work experience
A career timeline built from the work history available for this profile.
Founder And Board Member
CurrentI founded Betterment, envisioning smarter investments made accessible to everyone, and launched a new category of digital advisors. The team at Betterment deserves credit for many firsts in investing: fractional shares, automatic smart rebalancing of ETFs, automated advice on which account to save for retirement, automated asset location, etc. I built and.
Jan 2021 - Present
Aug 2007 - Dec 2020
Board Member
Current
Jul 2021 - Present
Board Member
Current
Aug 2022 - Present
Advisor To Ceo
Current
Apr 2021 - Present
Advisor To Ceo
Current
Aug 2021 - Present
Advisor To Ceo
Current
Jun 2022 - Present
Advisor To Ceo
Current
Apr 2021 - Present
Investor/Advisor
Sep 2021 - Mar 2024
Advisor To Ceo
Apr 2021 - Mar 2024
Investor/Advisor
Mar 2021 - Mar 2024
Advisor To Ceo
Jan 2021 - Mar 2024
Jan 2022 - Dec 2023
Seed Investor/Advisor
Jul 2016 - Jul 2023
Consultant
Capital allocation and strategy for global banks and financial firms. Illustrative engagements:Revitalized leading bank in Australia with a best-in-market loan offering, resulting in 50% lift to revenue; 100% lift to incomeRefined principles for investing $20B securities portfolio for top 10 US bank and improved yield by 150bp;Eliminated $200mm of hedging.
2003 - 2007
~4 yrs
Bio Labs Assistant
While in postbac premed program, studied neurogenesis in Zebrafish, simple organisms with a prominent optic nerve, by deactivating genes using tagged RNA sequences and analyzing the firing patterns
2001 - 2002
~1 yr
Dunster Grill Manager
Owner/Manager of the student Grill while an undergrad in Dunster House
1999 - 2001
~2 yrs
Let'S Go (Travel Series)
Edited Let's Go travel guides, designing and producing maps for the series (30 titles, 2mm sales annually) and writing for the USA guide, which sold 400,000 copies annually
1997 - 1999
~2 yrs
4 education records
Jonathan Stein education
Ba, Economics
Harvard University
Mba, Entrepreneurship, General Management
Columbia Business School
Degree, Premedical Studies
Harvard University
Education record
St. Mark'S School Of Texas
FAQ
Frequently asked questions about Jonathan Stein
Quick answers generated from the profile data available on this page.
What company does Jonathan Stein work for?
Jonathan Stein works for Warmer.
What is Jonathan Stein's role at Warmer?
Jonathan Stein is listed as Founder, CEO, Serial Instigator at Warmer.
What is Jonathan Stein's email address?
AeroLeads has found 4 work email signals at @betterment.com for Jonathan Stein at Warmer.
What is Jonathan Stein's phone number?
AeroLeads has found 12 phone signal(s) with area code 617, 214, 646, 212, 305, 888 for Jonathan Stein at Warmer.
Where is Jonathan Stein based?
Jonathan Stein is based in Pound Ridge, New York, United States while working with Warmer.
What companies has Jonathan Stein worked for?
Jonathan Stein has worked for Warmer, Betterment, Denim, Valora, and Setpoint.Io.
How can I contact Jonathan Stein?
You can use AeroLeads to view verified contact signals for Jonathan Stein at Warmer, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Stein attend?
Jonathan Stein holds Ba, Economics from Harvard University.
What skills is Jonathan Stein known for?
Jonathan Stein is listed with skills including Strategy, Start Ups, Entrepreneurship, Investments, Strategic Planning, Marketing Strategy, Product Development, and Competitive Analysis.
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