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Steve Stein

Senior Client Service Manager at Lido Advisors

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Email Email: s****@lidoadvisors.com

phone noPhone Number: (***)-***-****

Committed professional seeking a position where my diverse skill set, experience, maturity, trustworthiness, adaptability, and enthusiasm will be an asset for your clients. Excellent org...

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LIDO ADVISORS

LIDO ADVISORS

  • description Description
    Established in 1999, Lido is one of the fastest growing Registered Investment Advisors (RIAs) in the U.S. with over $11 billion in assets under management (AUM). Lido has been recognized by a...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Lido Advisors Org Chart and Mapping

Employees
Cfp® Kayla Kaltenecker

Cfp® Kayla Kaltenecker

Vice President, Portfolio Operations

Brian Mills

Brian Mills

Vice President of Wealth Management

Dillon Gracey

Dillon Gracey

Senior Vice President - Senior Wealth Advisor

Farrah Rothstein

Farrah Rothstein

Vice President, Legal and Compliance

Debra Achkire

Debra Achkire

General Counsel

Benjamin Markman

Benjamin Markman

Operations Business Analyst

Scott Brokaw

Scott Brokaw

Managing Director, Senior Wealth Advisor

Robert Marton

Robert Marton

Senior Managing Director

Will Dixon

Will Dixon

Associate, Private Client Services

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Frequently Asked Questions Regarding Steve Stein

Answer: Steve Stein works for Lido Advisors as Senior Client Service Manager

Answer: Steve Stein’s role in Lido Advisors is Senior Client Service Manager

Answer: Steve Stein's email address is s***@gmail.com

Answer: Steve Stein's business email address is s****@lidoadvisors.com

Answer: Steve Stein’s direct phone number is (***)-***-****

Answer: Steve Stein works in the industry of: Investment Management

Answer: Steve Stein is the current Senior Client Service Manager at Lido Advisors.... Read More

Answer: Steve Stein works Lido Advisors located at 1875 Century Park E, Los Angeles, California, 90067, United States

Answer: Lido Advisors's Senior Client Service Manager is Steve Stein

Answer: Steve Stein contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@lidoadvisors.com

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