Jeffrey Stein in

Jeffrey Stein

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SVP, Private Wealth Advisor at Morgan Stanley
📍 Houston, Texas, United States

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Experience
30 Years
Current Role
SVP, Private Wealth Advisor
Job Level
Leadership
Location
Houston, Texas, United States
Personality Overview

How Jeffrey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeffrey cares about

Strategic Priorities
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Career

Work history

9-2014
SVP, Private Wealth Advisor
Morgan Stanley
9-2004 - 9-2014
Senior Vice President
Neuberger Berman
6-2000 - 1-2004
Vice President
Credit Suisse
8-1997 - 6-2000
Associate
Goldman Sachs
8-1996 - 10-1997
Special Advisor to the Chairman
The Port Authority of New York & New Jersey
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1994
Doctor of Law - JD
Cardozo School of Law
1986 - 1990
Bachelor of Science - BS
Lehigh University College of Business
1986
Education details unavailable
Horace Mann School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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