Jonathan B Stein has been working as a Founder and CEO at Betterment since 2008. Furthermore, the person has on-the-job experience at more than six companies in the related field. Jonathan has a total work experience of nine+ years. Jonathan B Stein studied at the Columbia University - Columbia Business School from 2007 to 2009. They have the following certificates: Chartered Financial Analyst (Cfa) and Series 7, 63, 24. Today this expert lives in New York, New York region. You can find this person's current phone and email with our search.
Name variants:
Jon Stein,
Jonny Stein
Last updated May 28, 2024
Contact Information
Last Update
Jun 25, 2022
Email
jo**@betterment.com, jo**@betterment.com, jo**@betterment.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Founder and CEO
Betterment is making smart investing easy for everyone. I'm proud of our team and our mission, and I love our customers.
from Aug 2008
Consultant
My work focused on product development, risk management, investment selection, and marketing. Illustrative engagements:
Product Development: Revitalized struggling unit of a bank in Australi...
May 2003 — Aug 2007
Manager, Business Development
Hired and supervised this startup's first offshore staff (in Poland), made process improvements that tripled (3x) our production efficiency and revenues, and produced in-depth analysis of ma...
2003 — 2003
Lab Manager
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
Manager
Managed the restaurant in my undergraduate dormitory with full P&L ownership, hiring, operating, financial, and supervisory responsibility
1999 — 2001
Editor
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
Education
2007 — 2009
2001 — 2002
1997 — 2001
1990 — 1997
Occupations
Executive
Chief Executive Officer
Founder
Accountant
Finance and Accounting Specialist
Counselor
Managers
Corporate Executive
Chief Executive
Founding Member
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Strategy
Start Ups
Entrepreneurship
Investments
Strategic Planning
Marketing Strategy
Product Development
Competitive Analysis
Portfolio Management
Marketing
Risk Management
Banking