
Russell Stein
Senior Tax Specialist

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About me
Founding Partner | Managing Partner | Investor | Entrepreneur
Education

San Diego State University
1993 - 1995Master of Science Accounting and TaxationActivities and Societies: Beta Gamma Sigma

Cal State Fullerton, College of Business and Economics
1987 - 1992Bachelor of Arts FinanceActivities and Societies: Associated Students, Sigma Alpha Mu
Experience

KPMG US
Aug 1995 - Dec 1997Senior Tax Specialist
PTS Advance
Jan 1998 - Sept 2020CFOPTS Advance is the largest specialist provider of technical talent to the United States’ Oil, Gas & Chemicals, Power & Renewables, Life Sciences, Construction & Infrastructure, and Manufacturing industries.We help source qualified candidates so you can spend more time completing successful projects and less time worrying about your staffing needs.With over 65 years of combined experience, PTS Advance provides a full range of staffing solutions, including Contract Hire, Direct Hire, Project Hire, and Payroll & Transition Services. Show less

Stein Holdings LLC
Jan 2005 - nowManaging PartnerFamily Office

HUDDL3 Group
Sept 2020 - nowAdvancing People Through Business & Business Through PeopleHUDDL3 Group is a growth-oriented family office investment group committed to shaping the future of work by encouraging innovation and teamwork in the human capital ecosystem.
Founding Partner
Sept 2020 - nowCFO
Sept 2020 - Dec 2022
Licenses & Certifications
- View certificate

Certified Public Accountant (CPA)
California Department of Consumer AffairsJan 1998
Volunteer Experience
Finance and Audit Committee Member
Issued by Samueli Academy on Jul 2023
Associated with Russell SteinFinance Commissioner Chairman
Issued by City of Irvine on Jan 2017
Associated with Russell SteinFinance Commissioner
Issued by City of Irvine on Jan 2014
Associated with Russell Stein
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