David Steffens Email & Phone Number

Fairfield, Connecticut

Every day, I leverage my extensive background in business operations and financial management to deliver comprehensive financial planning services. The strength and stability of Northwestern Mutual allows me to provide unparalleled service for my clients while giving them access to a broad range of resources, expertise, and people ready to listen. As part of a dedicated team, I work closely with specialists in various financial disciplines to provide personalized strategies that address the unique needs of each client.My journey into financial planning is deeply rooted in my experience managing complex business operations. This experience, combined with my commitment to excellence, allows me to help clients navigate the intricacies of budgeting, retirement planning, and investment strategies. My goal is to empower clients with the knowledge and tools they need to make informed financial decisions.In addition to my core responsibilities, I am also passionate about financial education. I believe that a well-informed client is better equipped to make decisions that align with their personal and business goals. I regularly engage in workshops and seminars, providing insights into financial management, market trends, and investment opportunities. This proactive approach ensures that my clients are always up-to-date with the latest financial strategies and best practices.Adaptability and strategic thinking are key components of my approach. Whether working with individuals or businesses, I prioritize understanding each client's unique circumstances and goals. By crafting tailored solutions, I aim to drive meaningful outcomes and help clients achieve their long-term financial objectives.Ready to take control of your financial future? Let's connect and explore how we can work together to achieve your goals with confidence.203-644-5819david.steffens@nm.com

Bridgeport, Connecticut

Collaborated with senior management to develop and implement operational strategies aligning with the goals and objectives of the organization. I was responsible for the revenue generation and profitability of a $65M company.MANAGEMENT- Managed 11 operations direct reports and 6 field leader direct reports- Directed daily operational meeting between Operations, Senior Management and Finance- Responsible for accuracy and scope of all estimates- Oversaw resolution of disputed accounts- In conjunction with the owner, contributed to the development of long-term business plans- Developed and managed budgets for operational activities- Monitored and controlled costs to ensure financial targets were achieved- Established and enforced quality control standardsOPERATIONS- In charge of the day-to-day allocation of labor, equipment, and material to meet all customer needs- Direct oversight for major projects $200K and higher- Negotiated major project buyouts $200K and higher- Identified areas for process improvement and efficiency enhancement- Recruited, trained, and developed staff- Identified and assessed operational risks; developed and implemented risk mitigation strategies- Ensured that operations complied with relevant laws, regulations, and industry standards- Addressed customer concerns and feedback related to operations- Fostered clear communication channels through all departments- Kept senior management informed of operational performanceINVENTORY- Managed $11M annual inventory- Developed and maintained accounting and reconciling protocol for all inventory items, including distribution rates for all products- Developed and oversaw the supply chain process, including procurement, inventory management, and distributionHUMAN RESOURCES- Oversaw all field personnel hiring and dismissal decisions- Conducted all operational and department performance reviews- Collaborated with CFO to establish bonus metrics for operations and field personnel

Black Rock, Connecticut

- Principal and Manager of a 10-unit residential building- Managed all vendor relations- Established rent thresholds based on market conditions- Resolved tenant issues- Performed tenant screening- Maintained an overall 90% occupancy rate for seventeen years- Managed all finances for the company- Negotiated and successfully closed $1M+ sale of the property

Graduate

Attended various leadership trainings for managers and countless classes over the years.

Bachelor Of Science (B.S.), Marketing

Activities and Societies: Varsity Lacrosse and Captain (Senior Year), 3x Scholar Athlete