Steve Stein
Senior Client Service Manager at Colorado Financial Management | Boulder, Colorado, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Senior Client Service Manager at Colorado Financial Management in June 2019 to Present
Independent Contractor at BSW Wealth Partners in February 2019 to May 2019
Senior Client Service Manager, Assistant Portfolio Manager, Research Assistant, and Trader at Colorado Financial Management in April 2007 to May 2017
Early Childhood Teacher at The Acorn School for Early Childhood Development in August 2003 to June 2006
Early Childhood Teacher at University of Colorado in January 2000 to March 2003
Branch Office Administrator at Edward Jones in September 1996 to September 1998
Department Administrator at Pryor Learning Solutions, parent company of Fred Pryor Seminars/CareerTrack in August 1993 to January 1996
See more
See less
University of Colorado, Master's degree
University of Colorado, Bachelor's degree
University of Arizona
See more
See less
Portfolio Management
Superior Client Service
Financial Services
Securities
Investment Management
Asset Managment
Strategic Financial Planning
Business Development
Database Administration
Mutual Funds
Financial Analysis
Fixed Income
Marketing Strategy
Marketing
Strategic Planning
Finance
Strategy
Customer Relationship Management (CRM)
Investments
Wealth Management
Operations Management
Microsoft Office
Microsoft Excel
PowerPoint
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Customer Service
Leadership
Management
Client Relations Skills
Training
Business Operations
Junxure CRM software
Morningstar
See more
See less
Discover more about Colorado Financial ManagementWhat is Steve Stein email address?
Email Steve Stein at [email protected], [email protected] and [email protected]. This email is the most updated Steve Stein's email found in 2026.
How to contact Steve Stein?
To contact Steve Stein send an email to [email protected], [email protected] or [email protected].
What company does Steve Stein work for?
Steve Stein works for Colorado Financial Management
What is Steve Stein's role at Colorado Financial Management?
Steve Stein is Senior Client Service Manager
What is Steve Stein's Phone Number?
Steve Stein's phone (303) ***-*402
Steve Stein Email Addresses
Steve Stein Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Steve Stein
Partner Account Manager at VIP Petcare
Director, Operations Innovation at DaVita
General Counsel at Delta Dental Plans Association
Senior Manager, Social Media Campaigns at Motor Trend Group
Women For Tri Advisory Board at IRONMAN
CEO and Chief Vision Officer at UI Culture / Urban Icon
Stakeholder Engagement Lead at Target
President at Wisconsin Building Supply
User Experience Designer / Product Designer at Freelance
Professional Hockey Player at New York Islanders
Junior Web Developer at Above Line Media
Publisher & Founder at Mama Lisa's World
Adjunct Professor at John Brown University
White House Reporter at RealClearPolitics
Associate at Cleary Gottlieb Steen & Hamilton LLP
Publicist at Paradigm Talent Agency
Senior Director, Circuit Technologies at AMD
Network Manager at Synapse PDI
Show more
Show less