Scott Stein

Scott Stein Email and Phone Number

Business and Financial Consultant @ Home Upgrade Financing
Denver, CO, US
Scott Stein's Location
Denver, Colorado, United States, United States
Scott Stein's Contact Details

Scott Stein personal email

n/a
About Scott Stein

Hi, I’m Scott! With over 30 years of experience, I’ve spent my career building businesses, improving processes, and helping teams work better together. While I’ve had the privilege of founding seven companies (four as an equity partner) and stepping in as an interim CEO, COO, CIO, or CMO to lead turnarounds, my true passion lies in connecting with people and finding smarter ways to work and grow.Whether it’s leveraging technology like AI (yes, I love to geek out on it!), streamlining business processes, or simply finding creative solutions to tough challenges, I’m all about making life easier and work more impactful—for everyone involved.I get it: work-life balance, collaboration, and finding purpose in what we do are top priorities these days. That’s why I focus on strategies that actually work in today’s digital and fast-paced world, from cutting unnecessary costs to building teams that are aligned, energized, and effective.What I Bring:Big Picture Thinking: I help teams and companies align around clear, actionable strategies that drive results.Mentorship & Collaboration: I’ve guided countless professionals to grow in their careers and solve tough problems while keeping things practical and approachable.Tech-Forward Solutions: From implementing AI to streamlining operations, I’m all about using the latest tools to make life easier.Relationship Building: Whether it’s leading teams, building partnerships, or coaching individuals, relationships are at the heart of everything I do.My entrepreneurial roots taught me the value of resilience, creativity, and just figuring things out when the stakes are high. Over the years, I’ve learned that people are the most important part of any business. And when you combine great ideas with empowered teams, the results can be incredible.If you’re navigating growth, a career pivot, or just looking for someone to bounce ideas off of (yes, even about AI), let’s connect. I’d love to collaborate, share insights, and help you achieve your next big win.Specialties:Business Development & Growth StrategiesLeadership & MentorshipTeam Collaboration & Conflict ResolutionMarketing & Branding in the Digital AgeProcess Improvements Across Industries (Telecom, Finance, Construction, etc.)Let’s build something amazing together—or just chat about the cool ways tech is shaping our future. 😊

Scott Stein's Current Company Details
Home Upgrade Financing

Home Upgrade Financing

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Business and Financial Consultant
Denver, CO, US
Scott Stein Work Experience Details
  • Home Upgrade Financing
    Business And Financial Consultant
    Home Upgrade Financing
    Denver, Co, Us
  • Confidential
    Interim Chief Executive Officer
    Confidential Jan 2019 - Present
  • Express Financing Solutions Llc
    Yes
    Express Financing Solutions Llc Oct 2023 - Present
    Denver Metropolitan Area, Colorado, United States
  • Self
    Executive Leadership
    Self Jan 2000 - Present
    Based In Denver, World Wide Availability
  • Management Consultantcy
    Turnaround And Start-Up Consultant
    Management Consultantcy Jun 2009 - Present
    National
    My years as an independent Business consultant were an accidental result to my networking activities. As I discussed my successes helping Mr. Evens start up Rapid Response Credit Repair {a spin off from The Mortgage Zone} with an associate, they referred me to another business owner who engaged with me to solve other business challenges, and one engagement led to another. The two most detailed engagements were with a Technology Firm in Atlanta, Cynergy Telecom, and an Employment Consulting start-up in Princeton, EPM.Cynergy Telecom: At Cynergy Working under the CEO I implemented Both MS Dynamics and Salesforce.com so that the sales teams and account management teams could seamlessly share data and automate many processes including digital marketing. Later in the engagement, I worked with the owners to define and formalize the referral network that drove much of their lead generation. This position was similar to a channel manager role.................. EPM: The Owner of EPM had sold his first company in search strategies and professional marketing in 2004 and wanted to re-enter the space. He engaged with me for two primary initiatives. 1st I was asked to "stand-up" the company which included everything from legal formation, space leasing, corporate SOP's and technology, as well as the recruiting and hiring of all back-office personnel. We implemented a customized database using Zoho and Google tools along with accounting integration with QuickBooks. I oversaw the website build and SEO efforts. The 2nd challenge was to design and author a sales playbook for job search networking, essentially customize a B2B networking sales strategy to fit the needs of a senior-level executive in transition.
  • Sms Consulting Via Hfs Financial Of Maryland
    Business Finance Consultant
    Sms Consulting Via Hfs Financial Of Maryland Mar 2021 - Dec 2022
    Nationwide
  • Tagawa Greenhouse Ent., Llc
    Strategic Business Unit Manager
    Tagawa Greenhouse Ent., Llc Dec 2019 - Jan 2021
    Greater Denver Area
    Tagawa recruited me to build out a Hemp Division. The initial objective was growing hemp clones 'PowerStarts" and seedlings "JumpStarts" for the farming community both directly and as partners with the biggest and most respected brokers in the country. We successfully sold all of our inventory. In June of 2020, we began providing CBD manufacturers with the CBD derivatives they need for their products from our in-house inventory and that of our Clone and seedling farmers. By focusing on providing the intangibles; strong QC, reliable documentation, amazing communication, and a "we can help you" attitude, CPG manufacturers have been happily working with us.As of August, my role has been expanded to include the responsibility of growing revenue across all divisions along with the development and oversight of the marketing strategy for the organization. We developed and implemented a subcontracting program to expand our abilities as well as a contract growing division to services the legal medical cannabis industry.
  • Cannallay Brands Holdings Llc
    Chief Operating Officer
    Cannallay Brands Holdings Llc Jun 2016 - Dec 2019
    Colorado, California, Pa,Ny, Usa As Legalization Allows
    CannAllay was formed to develop consumer brands within the cannabis industry. I was hired to standup the organization, recruit and manage the team, and all vendor partners, as well as to lead this entity in the role of President and Chief Operating Officer. The organization was assembled as a test for this investor group to explore the cannabis branding space.~ Recruit and hire management team and oversee all operational activities~ Develop an operating budget and financial proforma with input from the primary investors and advisory board~ Create presentation deck and lead all investor meetings during both rounds of funding~ Build team of internal and agency professionals to develop several brands, the marketing strategies for the sales team and the promotional campaigns for these brands~ Leverage my knowledge of cannabis regulations to minimize financial risks and circumvent banking obstacles though a creative contract manufacturing approach~ Engage several manufactures in China to provide custom hardware and locally to assemble and distributeCannAllay’s first brand was launched within 10 months followed by 3 additional brands over the next two years. Beginning in February 2019, CannAllay commenced market tests in the greater Philadelphia and New York regions with a variation of its vape brand formulated with CBD.
  • The Rgy Organization
    Chief Operating Officer
    The Rgy Organization Nov 2014 - May 2016
    Staten Island, Ny
    RGY was a firm solely owned by a well-capitalized entrepreneur. I was engaged as COO to form and standup three corporate organizations{Bloomfield Industries, Inc. | Saint James Global, Inc.| Aurora Packaging}. I was also tasked with performing all CFO functions including the financial modeling needed for the investment community during the initial 11 months. Bloomfield Industries: Secured one of five coveted licenses to operate a vertically integrated medical marijuana business. In early 2015 New York State opened a process for companies to compete for 5 medical marijuana business licenses. I was charged with developing the strategy and plan to secure a license. Our final presentation was well over 3,000 pages and consisted of an entire company worth of SOP's, full design documentation for facilities, and strategy for a successful launch. After the award of our License, we had only 5 months and 1 week to become operational; which included hiring, all department heads, and staff, finalizing real estate leases, Building facilities including an indoor farm, manufacturing facility, and procuring all equipment.Saint James Global: Formed to develop marijuana-infused products. I secured partners and facilities in Colorado to provide the scientific resources needed for product development. Recruited the local team and performed all CFO functions. Aurora Packaging and Distribution, Inc. – Local Corporation created to hold local state license and actually manufacture and distribute SJG products in Colorado. As a Colorado resident, I applied for the license and managed the processes.
  • The Mortgage Zone
    Managing Director
    The Mortgage Zone Jun 2003 - Mar 2009
    Princeton, Nj / Melvile, Ny
    Recruited to open and manage offices in NJ and PA. In addition to those areas of responsibility, I worked very closely with the President and Vice President to round out the corporate management team. The first challenge was to bring order to the firms enormous growth, while maintaining compliance. Due to the de-Centralized management processes needed to be defined and implemented enabling managers to screen and hire reps at the branch level. At the height of our business growth we had over 1,000 reps and contracts with over 200 lending institutions.I also opened and managed two Branches, one in Princeton and one in Malvern. This firm unfortunately suffered the consequences of the '08 crisis. I worked with both owners individually as they closed down the firm. One owner transitioned with his Local Melville NY core team of 350 and merged with another firm. The other owner started a credit repair firm and engaged with me to implement all core functions.
  • Interior Contracting Corp.
    President
    Interior Contracting Corp. Jan 1992 - Nov 2003
    ICC 1996 - 2003This entity provided construction management for fortune 1000 companies in the NY metroarea. It operated two subsidiary companies, had 130 employees and sales of $50 Million. Thesuccess of this entity is evident by the fact that we were able to win projects againstInternational CM Firms. NOI which year over year was well over industry standard was thedirect result of operating entrepreneurially while interfacing with large corporations. Reportingdirectly to me was the VP of Project Management and the managing directors of two subsidiarycompanies as well as the manager of the South Jersey branch office. Under my tenure, companysales grew from $0.0 to $49.7 millionInterior Renovation 1992 - 1996As the Sole Owner of Interior Renovation, I was responsible for sales, estimating, buying, projectmanagement, and bookkeeping. First year sales were $300,000.00. By the third year, I achieved$2.8 million in sales and was managing a staff of seven. Due to my success, I completed asuccessful acquisition of a union carpentry subcontractor and the rebranding to InteriorContracting Corporation.Garden State Wall Finishing, Inc. 1989 - 1992Business Development, Project Managment

Scott Stein Skills

Strategic Partnerships Start Ups Business Development Strategy Leadership Management Marketing Sales Management Telecommunications Customer Service Sales Team Building Entrepreneurship Voip Account Management Project Management Operations Management Saas Executive Coaching Budgets Customer Relationship Management Customer Relations Cross Functional Team Leadership Recruiting Business Strategy Product Development Computer Literacy Executive Management Strategic Thinking Communication Cannabis Consulting Business Operations Business Acumen Construction Management Coaching And Mentoring Business Process Business To Business Financial Analysis Management Consulting Cross Functional Team Building

Frequently Asked Questions about Scott Stein

What company does Scott Stein work for?

Scott Stein works for Home Upgrade Financing

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

Scott Stein's current role is Business and Financial Consultant.

What is Scott Stein's email address?

Scott Stein's email address is sc****@****ial.net

What skills is Scott Stein known for?

Scott Stein has skills like Strategic Partnerships, Start Ups, Business Development, Strategy, Leadership, Management, Marketing, Sales Management, Telecommunications, Customer Service, Sales, Team Building.

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