David Stein

David Stein Email and Phone Number

EVP, Strategic Advisor and Madison Market President @ Associated Bank
Madison, WI, US
David Stein's Location
Madison, Wisconsin, United States, United States
David Stein's Contact Details
About David Stein

Both my professional experience and public service exemplify my passion for leading large, complex organizations through a continuous cadence of improvements. My work demonstrates success in optimizing multi-faceted sets of criteria, including customer/beneficiary experience, risk management and financial results. For decades, I have fostered dynamic, collaborative cultures populated by diverse corps of subject matter experts united in achieving key business objectives. As the EVP, Head of Consumer & Business Banking, and Madison Market President for Associated Banc-Corp, I drive a $400 million annual pretax P&L and lead a team of roughly 1,900 colleagues across our branch, business banking, and consumer lending businesses. Owning the bank's retail channels, I've dramatically upgraded our digital platforms while optimizing our branches and contact centers. Our retail bank over-indexes relative to peers on several growth metrics and ranks #1 in J.D. Power's study of Retail Banking Satisfaction in the Upper Midwest. I've achieved this progress while maintaining all appropriate risk and expense disciplines.As the longest-tenured member of our Executive Leadership Team, I serve on internal committees and boards including asset-liability management and ESG strategies, and aid our CEO and CFO in preparing investment community communications. I have also been an integral player in enterprise-wide strategic initiatives ranging from pandemic response to balance sheet repositioning to M&A. Most notably in my public service, I was the governor-appointed Chairman of the State of Wisconsin Investment Board, overseeing investment management of the ninth-largest US public pension plan ($150 billion) for more than 600,000 beneficiaries across Wisconsin. In that role, I set the compensation and incentive strategy for the state’s most highly compensated employees, attracting and retaining top-tier talent. I also led three leadership successions and the restructuring of the Executive Director role. Wisconsin's plan is fully-funded, widely recognized as one of the top plans in the US and generated more than $3 billion in returns above benchmarks during my tenure. Earlier in my career, I held various leadership roles in multiple business lines at JPMorgan Chase (formerly Bank One Corporation) and US Bancorp (formerly First Bank System).

David Stein's Current Company Details
Associated Bank

Associated Bank

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EVP, Strategic Advisor and Madison Market President
Madison, WI, US
Employees:
5022
David Stein Work Experience Details
  • Associated Bank
    Evp, Strategic Advisor And Madison Market President
    Associated Bank
    Madison, Wi, Us
  • Associated Banc-Corp
    Evp, Head Of Consumer & Business Banking - Madison Market President
    Associated Banc-Corp Jan 2005 - Present
    Green Bay, Wisconsin, Us
    Executive Leadership Team member running key retail businesses company-wide:- Branch Banking- Business Banking- Consumer Lending (Mortgage & Indirect Auto)- Contact Centers- Digital Banking- Payments
  • State Of Wisconsin Investment Board
    Trustee & Board Chair
    State Of Wisconsin Investment Board Mar 2014 - Jun 2023
    Madison, Wisconsin, Us
    Governor-appointed trustee and chair of agency overseeing investment management for ninth-largest US fully-funded public pension plan ($150B) for over 600,000 beneficiaries across Wisconsin. Led board meetings overseeing asset allocation, performance measurement vs. benchmarks, and risk management. Chaired Compensation Committee.
  • Jpmorgan Chase & Co.
    Various, Commercial & Retail Banking
    Jpmorgan Chase & Co. Sep 1989 - Dec 2004
    New York, Ny, Us
  • U.S. Bank
    Various, Finance & Trust
    U.S. Bank Jun 1985 - May 1988
    Minneapolis, Mn, Us

David Stein Skills

Banking Commercial Banking Retail Banking Credit Leadership Loans Credit Analysis Commercial Lending Risk Management Finance Financial Analysis Management Investments Customer Service Portfolio Management Small Business Lending Cross Selling Consumer Lending Credit Risk

David Stein Education Details

  • Northwestern University - Kellogg School Of Management
    Northwestern University - Kellogg School Of Management
    Finance & Marketing
  • St. Cloud State University
    St. Cloud State University
    Finance & Economics

Frequently Asked Questions about David Stein

What company does David Stein work for?

David Stein works for Associated Bank

What is David Stein's role at the current company?

David Stein's current role is EVP, Strategic Advisor and Madison Market President.

What is David Stein's email address?

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What is David Stein's direct phone number?

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What schools did David Stein attend?

David Stein attended Northwestern University - Kellogg School Of Management, St. Cloud State University.

What skills is David Stein known for?

David Stein has skills like Banking, Commercial Banking, Retail Banking, Credit, Leadership, Loans, Credit Analysis, Commercial Lending, Risk Management, Finance, Financial Analysis, Management.

Who are David Stein's colleagues?

David Stein's colleagues are Ken Kieper, Elizabeth Martinez, Lesley Frank, Kelly Mutter, Dave Smith, Joslyn Scott, Christine Braga-Mount.

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