Peter Stein Email and Phone Number
Peter Stein work email
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Peter Stein personal email
I love to help people put their financial lives into perspective. Some have concrete and clear-cut objectives, and others like to keep their plan more open-ended, but regardless of your specific situation, there is value in a comprehensive plan. Whether we're developing goals for the very first time or putting the finishing touches on a retirement plan, I am here to set you up for success.One of my primary goals is creating a tax strategy for your savings and investments. I want to be sure you are not setting yourself up to pay more in taxes than you need to be, which is frankly something that is often overlooked. While I find that many people are leveraging the more common tax advantaged vehicles (like 401(k)s, 403(b)s, and IRAs), I also find that most are not taking advantage of all the tax efficient strategies available to them and are leaving money on the table as a result. In addition to tax efficiency, we will also discuss retirement planning and risk management, but we can certainly tailor the conversation to anything that is top-of-mind for you. For example, if you're planning for an upcoming large purchase (like a home, wedding, or higher education) or thinking about estate planning, I can help you chart the path to achieving your goals. If you ever have any questions or concerns, or just want an opinion from someone you can trust, please don’t hesitate to reach out. I've got an amazing team behind me, and I'm looking forward to seeing what we can accomplish together.LET'S CONNECT:207-252-8327peter.stein@nm.com
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Financial AdvisorNorthwestern Mutual Apr 2023 - PresentMilwaukee, Wi, Us
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Recruiting Operations ManagerClear Street Nov 2021 - Mar 2023New York, New York, UsStood up and managed the Recruiting Operations Team from scratch. Created structured business processes enabling the Recruiting Team to work more efficiently. Owned the Recruiting Team’s technology stack and data and built automated reports and dashboards for leadership. Collected feedback from candidates and internal stakeholders and managed projects to continually improve the Recruiting Team’s operations. -
Managing ConsultantIbm Sep 2021 - Nov 2021Armonk, New York, Ny, Us -
Senior ConsultantIbm Oct 2019 - Sep 2021Armonk, New York, Ny, UsLead program, change, and integration management efforts on S/4HANA implementation projects with particular focus on application of the Agile methodology. Additional SAP experience in Order to Cash, Manufacturing, and Quality Management solution development in the Consumer Packaged Goods and Food & Beverage industries.
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Systems Operations Program ManagerLovepop Mar 2019 - Oct 2019Boston, Massachusetts, UsManage software implementation projects, including scoping, testing, configuration, and change management. Focus on business process improvement, leveraging technology to optimize the flow of information across teams and internal platforms. Responsible for current state IT solutions and creating road maps to bring the company to scale. -
Erp Implementation Program ManagerLovepop Oct 2018 - Mar 2019Boston, Massachusetts, UsResponsible for the configuration and implementation of SAP S/4HANA across all business lines and functions, including procurement, manufacturing, inventory management, order to cash, finance, accounting, and security. Defined use cases for all sales channels and documented requirements for integrations with 3rd party systems. Developed a retail solution, managing a POS integration between SAP and Square and coordinating inventory reconciliation processes at all 20+ locations.
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Business Transformation ConsultantIbm Jun 2017 - Oct 2018Armonk, New York, Ny, UsLead testing, go-live support, and change management within a large-scale SAP ECC implementation. Managed pre-deployment test cycles, executed face-to-face training and end-user support at plant facilities, and collaborated with leadership to improve business processes to align with the new system. Drove 6 plants to steady-state operations, focusing primarily on the quality management, manufacturing, procurement, and logistics streams.
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AnalystCharles River Associates Jun 2015 - Jun 2017Boston, Ma, UsCreated economic models and conducted regression analysis, among other statistical tasks, for the purpose of generating detailed reports for litigation in some of the world’s largest antitrust suits. Gained experience transforming and analyzing data with many different programs, including Excel, SAS, and Stata. Collaborated with some of the country's leading economic experts from the University of California at Berkeley to analyze the market effects of large mergers and acquisitions.
Peter Stein Skills
Peter Stein Education Details
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Boston CollegeBusiness -
Waynflete School
Frequently Asked Questions about Peter Stein
What company does Peter Stein work for?
Peter Stein works for Northwestern Mutual
What is Peter Stein's role at the current company?
Peter Stein's current role is Financial Advisor at Northwestern Mutual.
What is Peter Stein's email address?
Peter Stein's email address is pe****@****ibm.com
What schools did Peter Stein attend?
Peter Stein attended Boston College, Waynflete School.
What skills is Peter Stein known for?
Peter Stein has skills like Public Speaking, Museum Education, Microsoft Office, Social Media, Powerpoint, Teamwork, Chemistry, Sales, Microsoft Excel, Leadership, Time Management, Customer Service.
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