Financial Advisor
Current
Apr 2023 - Present
AeroLeads people directory · profile
Peter Stein Email & Phone Number
Financial Advisor at Northwestern Mutual
at
Northwestern Mutual
1 work email found
@nm.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at Northwestern Mutual
Location
New York, New York, United States
Who is Peter Stein? Overview
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Quick answer
Peter Stein is listed as Financial Advisor at Northwestern Mutual at Northwestern Mutual, based in New York, New York, United States. AeroLeads shows a work email signal at nm.com and a matched LinkedIn profile for Peter Stein.
Peter Stein previously worked as Financial Advisor at Northwestern Mutual and Recruiting Operations Manager at Clear Street. Peter Stein holds Bachelor Of Arts (Ba), Economics, Chemistry, Business from Boston College.
Company email context
Email format at Northwestern Mutual
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{first}.{last}@nm.com
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AeroLeads found 1 current-domain work email signal for Peter Stein. Compare company email patterns before reaching out.
Profile bio
About Peter Stein
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
Listed skills include Public Speaking, Museum Education, Microsoft Office, Social Media, and 14 others.
Current workplace
Peter Stein's current company
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8 roles
Peter Stein work experience
A career timeline built from the work history available for this profile.
Recruiting Operations Manager
Stood 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.
Nov 2021 - Mar 2023
Managing Consultant
Sep 2021 - Nov 2021
Senior Consultant
Lead 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.
Oct 2019 - Sep 2021
Systems Operations Program Manager
Manage 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.
Mar 2019 - Oct 2019
Erp Implementation Program Manager
Responsible 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.
Oct 2018 - Mar 2019
Business Transformation Consultant
Lead 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.
Jun 2017 - Oct 2018
Analyst
Created 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.
Jun 2015 - Jun 2017
2 education records
Peter Stein education
Bachelor Of Arts (Ba), Economics, Chemistry, Business
Boston College
Education record
Waynflete School
FAQ
Frequently asked questions about Peter Stein
Quick answers generated from the profile data available on this page.
What company does Peter Stein work for?
Peter Stein works for Northwestern Mutual.
What is Peter Stein's role at Northwestern Mutual?
Peter Stein is listed as Financial Advisor at Northwestern Mutual at Northwestern Mutual.
What is Peter Stein's email address?
AeroLeads has found 1 work email signal at @nm.com for Peter Stein at Northwestern Mutual.
Where is Peter Stein based?
Peter Stein is based in New York, New York, United States while working with Northwestern Mutual.
What companies has Peter Stein worked for?
Peter Stein has worked for Northwestern Mutual, Clear Street, Ibm, Lovepop, and Charles River Associates.
How can I contact Peter Stein?
You can use AeroLeads to view verified contact signals for Peter Stein at Northwestern Mutual, including work email, phone, and LinkedIn data when available.
What schools did Peter Stein attend?
Peter Stein holds Bachelor Of Arts (Ba), Economics, Chemistry, Business from Boston College.
What skills is Peter Stein known for?
Peter Stein is listed with skills including Public Speaking, Museum Education, Microsoft Office, Social Media, Powerpoint, Teamwork, Chemistry, and Sales.
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