Peter Waitzman Afc® Cfs® Cpfc® Email and Phone Number
Peter Waitzman Afc® Cfs® Cpfc® work email
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Peter Waitzman Afc® Cfs® Cpfc® personal email
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Peter Waitzman Afc® Cfs® Cpfc® phone numbers
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
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Chief Executive OfficerExpedition Money Aug 2023 - Present★ 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.★ Collaborate with financial coaches to offer personalized coaching services to users.★ Oversee the development of digital financial tools and educational resources, including budgeting, investing, and retirement planning guides.★ Drive content creation, digital marketing, and publishing efforts to expand the reach and impact of the Expedition Money platform.
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Senior Manager Financial WellbeingBcu Jun 2022 - Jul 2023Vernon 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 strategies, including webinars, educational events, and digital resources tailored to various market segments.★ Designed and launched engaging social media campaigns to enhance member engagement with the Life. Money. You. program and expand awareness of financial well-being initiatives.★ Created and co-hosted a brand-new podcast focused on personal finance, delivering timely financial insights and practical advice to a diverse audience.★ Managed the production of a regular newsletter, curating content on financial wellness topics and program updates to keep members informed and engaged.★ Collaborated with marketing and corporate communications teams to ensure consistent messaging across all digital platforms, aligning content with broader organizational goals. -
Program Manager Financial WellbeingTrustmark Dec 2016 - Mar 2020Lake Forest, Il, UsDeliver 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, and designs. Acknowledged as a conference presenter and author of magazine and newsletter articles as an industry subject matter expert. Key accomplishments:★ Architect of business branding and marketing statements and resources for foundation concepts including website client engagement strategies, while delivering organization-wide digital strategy. ★ Orchestrate roadmaps and strategy for program and product development that drives increased requests for on-demand online educational courses and other resources.★ Deliver informative website content and feature design that increases client engagement and satisfaction, reduces technology requirements, and boosts resource program feature location.★ Creator of educational materials and resources that support individual working through each state of financial literacy programs. ★ Serve as the company’s program point of contact, serving as a speaker and panelist at various financial conferences.‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾Trustmark Companies/Health Fitness is a mutual company providing health and insurance benefits for 100+ years as an employee benefits provider.For more information, visit: https://www.trustmarkbenefits.com/ -
Economist And Investment ManagerThrivent Financial Jan 2007 - Dec 2016Minneapolis, Mn, UsRepeatedly 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 management from $60M to $90M and assembled individual portfolios that met client needs. ★ Centralized research and leveraged technology to educate clients in real-time; instant availability of analysis and updates via web meetings allowed near instantaneous response to critical market news. ★ Analyzed existing client base using knowledge of demographics, needs, and lifetime value that boosted client engagement opportunities and created the template of prospective clients. ★ Implemented straight-through trade processing platform for execution of trades and replaced an antiquated paper system, reducing time spent trading from several weeks to a few hours and virtually eliminating errors. -
Senior Business Development AnalystThrivent Financial Jan 2011 - Jan 2013Minneapolis, Mn, UsAssumed 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 budgeting, mortgages, dept management, and job placement. ★ Successfully strengthened and built long-standing client relationships with partnership programs that allowed clients to design individual projects or choose causes to support that increased viability and leveraged resources—generated 200%+ return on expense. ★ Streamlined the way individual advisors conducted research and communicated with clients by shared market outlook, reviewed investment recommendations, and approved changes by centralizing the research using existing technology to educate advisors and clients in real-time. ★ Cut down a three-week client engagement process into almost immediate analysis and provided webcasts or presentations to advisors and clients with excellent client response and approvals. ★ Orchestrated marketing effectiveness to prospective clients using basic segmentation that analyzed existing clients, optimized people engagement, and became long-term key clients.
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Senior Business Analyst/Portfolio ManagerHsbc Jan 2005 - Dec 2006London, GbBrought 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 likely purchasing behavior using client data and allowed proactivity in relationship management, increased sales, and reduction of attrition. ★ Integrated customer triggers that adapted the model to specific individuals for more client responsiveness and satisfaction. -
Operations ManagerChicago Autosports Jan 2003 - Sep 2005Entrepreneurial 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.
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Senior ConsultantCrowe Apr 2002 - Jan 2003Chicago, Illinois, UsProvided 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 food quality and safety, decreased wait times, and significantly reduced costs. -
Senior ConsultantNavisite Jul 1999 - Apr 2002Andover, Ma, Ma, UsDelivered 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. -
InternMorningstar Jun 1998 - May 1999Chicago, Il, UsWrote press releases, responded to media inquiries, designed promotional materials for products.
Peter Waitzman Afc® Cfs® Cpfc® Skills
Peter Waitzman Afc® Cfs® Cpfc® Education Details
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Northwestern UniversityEconomics -
Southfield-Lathrup High SchoolHigh School Diploma
Frequently Asked Questions about Peter Waitzman Afc® Cfs® Cpfc®
What company does Peter Waitzman Afc® Cfs® Cpfc® work for?
Peter Waitzman Afc® Cfs® Cpfc® works for Expedition Money
What is Peter Waitzman Afc® Cfs® Cpfc®'s role at the current company?
Peter Waitzman Afc® Cfs® Cpfc®'s current role is Financial Wellness Enthusiast.
What is Peter Waitzman Afc® Cfs® Cpfc®'s email address?
Peter Waitzman Afc® Cfs® Cpfc®'s email address is pe****@****ail.com
What is Peter Waitzman Afc® Cfs® Cpfc®'s direct phone number?
Peter Waitzman Afc® Cfs® Cpfc®'s direct phone number is +122437*****
What schools did Peter Waitzman Afc® Cfs® Cpfc® attend?
Peter Waitzman Afc® Cfs® Cpfc® attended Northwestern University, Southfield-Lathrup High School.
What are some of Peter Waitzman Afc® Cfs® Cpfc®'s interests?
Peter Waitzman Afc® Cfs® Cpfc® has interest in Social Services, Cooking, Skiing, Economic Empowerment, Investing, Electronics, Cars, Home Improvement, Reading, Crafts.
What skills is Peter Waitzman Afc® Cfs® Cpfc® known for?
Peter Waitzman Afc® Cfs® Cpfc® has skills like Strategic Planning, Crm, Process Improvement, Account Management, Marketing, Management, Sales, Program Management, Leadership, Team Building, Marketing Strategy, Customer Service.
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