Elena K Stein

Current Employers

Employment History

• 05/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 09/2016 → Present
  Bank Of America, N.A.
  Dallas, TX

Other Businesses

I*443284, Entity Type: For Profit, Name of OBA: Truvision Communication LLC, Address: Allen, Texas, 75013, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 05/15/2018, No Hours: 1 Monthly, No Hours during Trading: 0 Duties: Manager of family owned LLC I*2266287, Entity Type: Fiduciary role Name of OBA: E L S, Address: Allen, Texas, 75013, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 31-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Duties: Power of Attorney/Spouse I*712231Entity Type: Entity CharitableName of OBA: Temple Har ShalomAddress: Park City, Utah, 84060Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 02/05/2022Number of Hours: 2, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Temple Har Shalom is a synagogue, an inclusive Reform Jewish congregation in the beautiful mountains of Park City, Utah The current volunteer role is focused around subcommittees for long term strategic planning, cemetery planning, school infrastructure improvements, budget for programming for Women of Har Shalom for 2026, and to evolve into other long term strategic initiatives over time I*4470268, Entity Type: , Name of OBA: E L S TTEE E K S TTEE U/A DTD 02/25/2009 , Address: Allen, Texas, 75013, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 04/21/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-09
• S63 Uniform Securities Agent State Law Examination
  2005-10-10

Other Names

• Helen Kuperman
• Yelena E Kuperman
• Elena K Stein
• Yelena Kuperman
• Elena Kuperman Stein