Peter Einstein, Cfa Email & Phone Number

New York, Ny, Us

New York, New York, United States

Powered client engagement, intelligence, and profitability through data analysis, reporting, and management of CRM systems• Performed daily systems reconciliations reports to ensure successful implementation of Singletrack CRM post-migration from legacy platform.• Managed and ensured accuracy, completeness, and timeliness of BlueMatrix research distributions and integration to Singletrack.• Created efficiencies in daily operations through process automation (e.g. writing scripts to programmatically create monthly Broker Portals submissions).

New York, New York, United States

Develop and maintain VBA driven database and User Form for social workers to log patient and appointment information; data is dynamically aggregated into dashboard for grant submissions.• The success of the dashboard led to its expansion to other New York Presbyterian locations as well as Brooklyn Methodist Hospital.• Collaborate with head of the DOVE program to collect reporting requirements, expand prompts within the decision tree, and ensure proper training of staff across locations.

New York, New York

Drove efficiencies, growth, and strategy for the On Balance Sheet Liquidity Product Organization and Cash Concentration Sweep Product line.• Led migration to strategic technology platform; communicated and defined business requirements to guide architecture, infrastructure, implementation, and testing.• Developed and maintained dashboards and modules via SQL and VBA to instruct and validate account pricing and setup information across all currencies, products, and regions.• Owned the Cash Concentration sweep product; collaborated with Sales, Product, and Operations partners to design setups to meet client needs, ensured legal and regulatory requirements were met, and supported remediation agenda globally.• Served as go-to-resource for ad-hoc data requests given vast knowledge of systems ecosystem, reference data, and building scalable approaches to track KPIs.

New York, New York, United States

Drove efficiencies, business growth, and strategy globally for the Securities Services Sales organization in addition to having sole ownership of the Insurance and GSE team/segment.• Automated, developed, and maintained actuals, forecasting, and financial performance evaluation tools• Programmed API-driven dashboard to track business sensitivity/vulnerability to Emerging Markets and presented the model to the global head of Custody and Funds Services.• Guided and oversaw development and maintenance of Securities Services-wide pipeline tool.• Tracked, drove, and organized regulatory initiatives (e.g., Qualified Financial Contracts Stay Rule) to ensure timely compliance with relevant rules and legislation.

New York, United States

Participated in the Analyst program to deliver business goals.• Second Year Analyst: Firmwide SOX Compliance Office, August 2017-May 2018• First Year Analyst: CIB F&BM Governance & Program Management, July 2016-July 2017• Intern: Legal Entity Strategy & Simplification Group, June 2015-August 2015

Bethlehem, Pa

Cohost of Indie-Excursions.

Prague, The Capital, Czech Republic

During my time as an intern, I worked on a project concerning assessment of investment financing and free cash evaluation in ČEPS in the nearest future.