Gregory Stein

Gregory Stein is currently the Head of Product and Platform at ForUsAll, where they are responsible for defining system requirements and guiding cross-functional teams while driving innovation in AI and agentic workflows. Previously, Gregory served as Vice President of Financial Technology at Edelman Financial Engines from 2020 to 2023 and held various leadership roles at Financial Engines from 1999 to 2015, including Director and Vice President of the Analytics Office. Gregory's early career includes positions as Portfolio Manager at North American Mortgage Company and Servicing Rights Risk Manager/Trader at Bank of America. They hold an A.B./A.M. in Economics from Stanford University and a Finance degree from Stanford University's Graduate School of Business.