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@healthfitness.com
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13 phones found area 224, 773, 248, 847, 312, and 810
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Peter Waitzman Afc® Cfs® Cpfc® is listed as Financial Wellness Enthusiast at Expedition Money, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at healthfitness.com, phone signal with area code 224, 773, 248, 847, 312, 810, and a matched LinkedIn profile for Peter Waitzman Afc® Cfs® Cpfc®.
Peter Waitzman Afc® Cfs® Cpfc® previously worked as Chief Executive Officer at Expedition Money and Senior Manager Financial Wellbeing at Bcu. Peter Waitzman Afc® Cfs® Cpfc® holds Bachelor Of Arts - Ba, Economics from Northwestern University.
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AeroLeads found 1 current-domain work email signal for Peter Waitzman Afc® Cfs® Cpfc®. Compare company email patterns before reaching out.
Product Design and Financial Services Leader | Financial Wellness Program Consultant | Author of Personal Finance BooksA technology-savvy and solutions-focused leader in product design and financial services, I specialize in leveraging technology to streamline the creation of innovative financial wellness programs. I’m passionate about developing solutions that drive client acquisition, retention, and overall business growth.I have a proven track record of designing financial wellness programs and consulting on marketing and branding strategies for organizations. I also author personal finance books, sharing valuable insights with a broader audience.My expertise includes delivering real-world training solutions through strategic technology planning that enhances corporate growth. I focus on creating and executing innovative financial services products and educational content that support both company goals and client financial success.Key Accomplishments:• Designed and implemented several financial wellness programs, helping individuals and families achieve long-term financial stability.• Grew assets under management from $60M to $90M by creating tailored client portfolios that meet specific financial goals.• Consulted on marketing and branding strategies to optimize partner marketing and evolve client acquisition procedures.• Authored multiple personal finance books, including Amazon bestsellers, and regularly contribute as a speaker and panelist at major financial conferences.• Led onboarding and training programs for financial coaches, providing tailored client support and counseling tracks.• Developed a comprehensive client marketing roadmap, incorporating online marketing, digital optimization, and sales-driven strategies.Specialties: Financial Services Transformation, Financial Wellness Programs, Marketing and Branding, Technology Optimization, E-commerce, Online Marketing & Messaging, Client Training and Education, Personal Finance Author
Listed skills include Strategic Planning, Crm, Process Improvement, Account Management, and 39 others.
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★ Lead a financial wellness program that provides educational content, tools, and coaching to help individuals and families achieve financial independence.★ Authored multiple books on personal finance, including several Amazon bestsellers.★ Grew the Expedition Money YouTube channel, sharing personal finance tips and strategies with thousands of viewers.★.
Vernon Hills, IL, US
★ Played a key role in the strategic development and implementation of financial wellness program.★ Spearheaded the creation and delivery of financial education through innovative technology platforms, ensuring members had easy access to tools that support healthy financial behavior.★ Developed and executed comprehensive financial education content.
Lake Forest, IL, US
Deliver industry leadership and solid IT/financial services intelligence and guidance for new product delivery. Improve employee engagement and productivity using strength/weakness development tools and project leadership technology. Train and manage a top-tier team of 6 financial counselors and coaches. Devise and deliver new financial products, concepts.
Minneapolis, MN, US
Repeatedly promoted to greater leadership roles throughout a 7-year tenure. Managed industry partner and expert relationships that ensured changing regulatory environment, new product offering, and the latest analysis knowledge was current. Key accomplishments:★ Completed ongoing top-down/bottom-up analysis for asset expansion that grew assets under.
Minneapolis, MN, US
Assumed the helm of prototyping and development of new products and services, identifying new areas of opportunity, and drafting products that met company goals. Key accomplishments:★ Key contributor in piloting program during the recession and provided educational/mentoring to affected parties using one-on-one communication or during seminars on.
London, GB
Brought in to orchestrate ongoing analysis of customer, product, and market data to continuously expand and optimize products focused on improving margin and increase profitability. Managed a team of 4 analysts. Key accomplishments:★ Significantly generated hundreds of millions of dollars in excess profits.★ Developed a model that predicted customers.
Entrepreneurial startup of an automotive maintenance and repair facility that catered to professionals and focused on growing needs of clients needing convenient, concierge level of service. Key accomplishments:★ Expanded revenue to nearly $300,000 annually and successfully sold the company.
Chicago, Illinois, US
Provided financial and product consultancy for one of the largest public accounting, consulting, and technology firms in the U.S. Key accomplishments: ★ Partnered with clients to accurately identify needs and designed technology solutions for build or purchase. ★ Collaborated with a large restaurant company to design next generation of stores that improved.
Andover, MA, MA, US
Delivered optimized technology solutions for clients needing enterprise-class, cloud enabled hosting, IT managed applications and services. Key accomplishments: ★ Identified client sales force and customer service team technology needs by working directly with clients. ★ Designed, built, and implemented custom Customer Relationship Management (CRM) systems.
Chicago, IL, US
Wrote press releases, responded to media inquiries, designed promotional materials for products.
Quick answers generated from the profile data available on this page.
Peter Waitzman Afc® Cfs® Cpfc® works for Expedition Money.
Peter Waitzman Afc® Cfs® Cpfc® is listed as Financial Wellness Enthusiast at Expedition Money.
AeroLeads has found 1 work email signal at @healthfitness.com for Peter Waitzman Afc® Cfs® Cpfc® at Expedition Money.
AeroLeads has found 13 phone signal(s) with area code 224, 773, 248, 847, 312, 810 for Peter Waitzman Afc® Cfs® Cpfc® at Expedition Money.
Peter Waitzman Afc® Cfs® Cpfc® is based in Greater Chicago Area, United States, United States while working with Expedition Money.
Peter Waitzman Afc® Cfs® Cpfc® has worked for Expedition Money, Bcu, Trustmark, Thrivent Financial, and Hsbc.
You can use AeroLeads to view verified contact signals for Peter Waitzman Afc® Cfs® Cpfc® at Expedition Money, including work email, phone, and LinkedIn data when available.
Peter Waitzman Afc® Cfs® Cpfc® holds Bachelor Of Arts - Ba, Economics from Northwestern University.
Peter Waitzman Afc® Cfs® Cpfc® is listed with skills including Strategic Planning, Crm, Process Improvement, Account Management, Marketing, Management, Sales, and Program Management.
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