Steve Stein

Steve Stein

Senior Client Service Manager
Boulder, Colorado, United States

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Work Experience

Colorado Financial Management

Senior Client Service Manager

2019-06-01 - Present

BSW Wealth Partners

Independent Contractor

2019-02-01 - 2019-05-01

The Acorn School for Early Childhood Development

Early Childhood Teacher

2003-08-01 - 2006-06-01

University of Colorado

Early Childhood Teacher

2000-01-01 - 2003-03-01

Edward Jones

Branch Office Administrator

1996-09-01 - 1998-09-01

Pryor Learning Solutions, parent company of Fred Pryor Seminars/CareerTrack

Department Administrator

1993-08-01 - 1996-01-01

Skills

financial planning retirement account services investment management investment advisory services wealth management

Languages

English