Brian Gray Stein is a high-level professional, working in Morgan Stanley main office of which is in 4. as a Financial Advisor, Financial Planning Specialist since 2012. This person gained professional experience in more than six positions at different companies. Brian Gray Stein went to the University of Denver - Daniels College of Business and received education from 2005 to 2008. Brian Gray Stein has such qualifications as Series 7 (General Securities License), Series 66 (Registered Investment Advisor License), and Resident Producer (Insurance)- Life, Accident & Health, and Variable Products. Denver, Colorado is the area, where this expert was lastly known to be situated. Brian Gray Stein's phone number and email are accessed through this website on demand.
Name variants:
Bryan Stein,
Bryant Stein
Last updated Jul 05, 2024
Contact Information
Last Update
Jun 25, 2022
Email
bg**@hotmail.com
Location
Denver, CO
Company
Morgan Stanley
Workplace
Financial Advisor, Financial Planning Specialist
Work History
Financial Advisor, Financial Planning Specialist
1585 Broadway, New York, NY 10003
Comprehensive wealth management solutions for individuals, families and businesses
Jul 1, 2012 — Dec 23, 2015
President
As a client of Beacon Private Wealth Management, we will help you and your family articulate your goals and aspirations. We will create a customized wealth management strategy for you based ...
from Dec 2015
Hedge Fund- President and Chief Investment Officer
914 A Street Ct #200, Tacoma, WA 98422
Hedge Fund employing long/short and event-driven strategies that consistently outperformed the broad market indices.
Feb 1, 2003 — Dec 31, 2010
Commercial Real Estate- Director
4100 east Mississippi Ave SUITE 700, Denver, CO 80246
Sourced and underwrote acquisition opportunities for multifamily and retail properties and led the firms workouts practice for lenders which included receiverships, property management, leas...
2007 — 2010
Investment Banking- Associate
Financial modeling, valuation work and strategy/positioning on behalf of public and private companies engaged in capital markets activities (equity and debt offerings) and buy/sell-side M&A ...
Jan 1, 1999 — Jan 1, 2001
Senior Accountant- Cpa
30 Rockefeller Plz, New York, NY 10112
Planned and executed audit engagements for public and private companies including Merrill Lynch, Bessemer Venture Partners and Blackstone Group. Youngest member of firm's prestigious Mergers...
1996 — 1999
Education
1992 — 1996
Occupations
Executive
Chairperson
Financial Broker
Financial Consultant
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Skills
Leadership
Beacon
Cpa
Wealth Management
Investment Management
FAQs about Brian Gray Stein
What's the main profession of Brian Gray Stein?
This professional's job is President
What jobs is Brian proficient at at?
Brian is proficient at such jobs as Executive and Chairperson.
Where is Brian Gray Stein located?
The professional is currently located in Denver, Colorado.
What is the professional's email?
Brian's email is bg**@hotmail.com.
How many companies did Brian Gray Stein work at?
Brian Gray Stein worked at six jobs.
What education does Brian Gray Stein have?
Brian studied at the University of Denver - Daniels College of Business from 2005 to 2008.
Are there any certifications Brian Gray Stein has?
The professional received the following certifications: Series 7 (General Securities License) and Series 66 (Registered Investment Advisor License).
Are there any special industries Brian Gray Stein works in?
Brian Gray Stein works in Investment Management industry.