AeroLeads people directory · profile

Heather Stein Email & Phone Number

Strategic Financial Leader | Expert in Accounting & Process Improvement | Specializing in Structured Problem Solving, Adaptive Innovation, and Visionary Solutions

Location: Eau Claire, Wisconsin, United States 2 work roles 1 school

1 work email found @unitedbankwi.com 2 phones found area 715 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 71%

Role

Strategic Financial Leader | Expert in Accounting & Process Improvement | Specializing in Structured Problem Solving, Adaptive Innovation, and Visionary Solutions

Location

Eau Claire, Wisconsin, United States

Who is Heather Stein? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Heather Stein is listed as Strategic Financial Leader | Expert in Accounting & Process Improvement | Specializing in Structured Problem Solving, Adaptive Innovation, and Visionary Solutions based in Eau Claire, Wisconsin, United States. AeroLeads shows a work email signal at unitedbankwi.com, phone signal with area code 715, and a matched LinkedIn profile for Heather Stein.

Heather Stein previously worked as Financial Controller at Capvest, Llc and Chief Financial Officer at United Bank. Heather Stein holds Bachelors Of Business Administration, Accounting from University Of Wisconsin-Eau Claire.

Company email context

Email format at unitedbankwi.com

This section adds company-level context without repeating Heather Stein's masked contact details.

{first}{last}@unitedbankwi.com

86% confidence

AeroLeads found 1 current-domain work email signal for Heather Stein. Compare company email patterns before reaching out.

Profile bio

About Heather Stein

Accomplished financial executive with over 15 years of diverse industry experience including banking, construction management, and property management. Proven success in developing and implementing processes and procedures that significantly enhance profitability, efficiency, and growth. Adept at fostering strong collaboration and leadership within teams to achieve organizational goals. Known for clear communication skills and a track record of guiding operations toward operational execution excellence.

2 roles

Heather Stein work experience

A career timeline built from the work history available for this profile.

Financial Controller

Capvest, Llc

Altoona, Wi 54720

Led financial operations at CapVest, LLC in Altoona, WI, overseeing accounting, financial reporting, IT, and human resources for a company with $23 million in annual revenue. Supported a full-service restaurant with $4 million in annual sales, managing financial statements, systems integrations, payroll, and recruiting. Implemented the Paylocity payroll system, enhancing employee recruiting, payroll, time management, onboarding, and benefits administration.

Mar 2019 - Jun 2024

Chief Financial Officer

United Bank

Eau Claire, Wisconsin, United States

• Oversaw all financial functions at United Bank, including accounting, budgeting, and reporting to ensure regulatory compliance and risk management.• Led strategic planning and process improvement initiatives, guiding financial teams to achieve strategic objectives.• Demonstrated strong leadership and communication skills to drive financial success and operational efficiency.

Nov 2007 - Mar 2019

1 education record

Heather Stein education

University Of Wisconsin-Eau Claire

Accounting

FAQ

Frequently asked questions about Heather Stein

Quick answers generated from the profile data available on this page.

What is Heather Stein's role at their current company?

Heather Stein is listed as Strategic Financial Leader | Expert in Accounting & Process Improvement | Specializing in Structured Problem Solving, Adaptive Innovation, and Visionary Solutions.

What is Heather Stein's email address?

AeroLeads has found 1 work email signal at @unitedbankwi.com for Heather Stein.

What is Heather Stein's phone number?

AeroLeads has found 2 phone signal(s) with area code 715 for Heather Stein.

Where is Heather Stein based?

Heather Stein is based in Eau Claire, Wisconsin, United States.

What companies has Heather Stein worked for?

Heather Stein has worked for Capvest, Llc and United Bank.

How can I contact Heather Stein?

You can use AeroLeads to view verified contact signals for Heather Stein, including work email, phone, and LinkedIn data when available.

What schools did Heather Stein attend?

Heather Stein holds Bachelors Of Business Administration, Accounting from University Of Wisconsin-Eau Claire.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Heather Stein you were looking for.

View similar profiles

Security Check