Rich Stein

Rich Stein Email and Phone Number

Kiva Ambassador - for $25 you too can be a global philanthropist! @ Kiva
Newtown, CT, US
Rich Stein's Location
Newtown, Connecticut, United States, United States
Rich Stein's Contact Details

Rich Stein personal email

n/a

Rich Stein phone numbers

About Rich Stein

My work as an investor allows me to spend a lot of time on my volunteer activities and exotic travel. I am very fortunate indeed.

Rich Stein's Current Company Details
Kiva

Kiva

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Kiva Ambassador - for $25 you too can be a global philanthropist!
Newtown, CT, US
Website:
kiva.org
Employees:
391
Rich Stein Work Experience Details
  • Kiva
    Kiva Ambassador - For $25 You Too Can Be A Global Philanthropist!
    Kiva
    Newtown, Ct, Us
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  • St. Stephen'S Episcopal Church
    Senior Warden
    St. Stephen'S Episcopal Church Mar 2021 - Present
    Ridgefield, Connecticut, United States
    Responsible for all non-worship activities
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  • St. Stephen'S Episcopal Church
    Global Philanthropy Leaders Co-Founder
    St. Stephen'S Episcopal Church Oct 2017 - Present
    Ridgefield, Ct
    This initiative teaches high schoolers how to make microloans to budding entrepreneurs in developing world countries while also learning how faith meets action. We started at St. Stephen's, added two churches in the Fall of '18, and 6 churches in the Fall of '19. Presented GPL at the annual gathering of Consortium of Endowed Episcopal Parishes (CEEP) Feb '20.
  • St. Stephen'S Episcopal Church
    Investment Committee Chair
    St. Stephen'S Episcopal Church Dec 2017 - Mar 2021
    Ridgefield, Ct
    Oversee outside money manager to ensure a reasonable balance between performance and risk as well as mindfully investing our money according to ESG (Environmental stewardship, Social inclusion, and transparent Governance) principles consistent with our Mission and Core Values. Educated Vestry on management of endowments, re-wrote the Investment Policy Statement to reflect 100% investment according to ESG principles, as well as adding significant governance language, Developed an Request For Proposal as well as a process for implementing the RFP.
  • Self-Employed
    Stock And Options Investor
    Self-Employed Jul 2002 - Present
    Sandy Hook, Ct
    I trade options with a typical holding period of 1-3 months. I use a variety of strategies but most commonly I trade naked puts and Broken Wing Butterflies. I also buy stocks, typically for the long term and will on occasion sell covered calls against my stock positions. I also invest in late stage pre-IPO companies.
  • Episcopal Church Of Ct, Donations And Bequests, Inc.
    Trustee, Board Of Trustees
    Episcopal Church Of Ct, Donations And Bequests, Inc. Jul 2015 - Dec 2021
    Meriden, Ct
    The Board of Trustees has financial responsibility for a 9-digit endowment fund including the endowment of the Diocese of CT as well as 120+parishes' individual endowment funds. We monitor and supervise the investment strategies and results of our outside money managers as well as the withdrawals by the parishes with an eye to fiscal sustainability. In Oct '18, after I had campaigned since joining the Board, we added an ESG offering (Environmental stewardship, Social inclusion, and transparent Governance), where we only invest in the best corporate citizens. Membership on D&B also means membership on the Episcopal Church of CT Leadership Council. In addition, I serve on the Leadership Gathering Planning Committee.
  • Ben'S Lighthouse, Inc.
    Vice-Chair And Member Of The Board Of Directors
    Ben'S Lighthouse, Inc. Jun 2013 - Aug 2018
    Newtown, Ct
    Chair of the Fund Development Committe, Member of the Governance Committee. Past-Treasurer through Dec '16. Managed all financial reporting, cash flow analysis, tax preparation, and investments of our endowment. Led the successful effort to seek a separate 501(c)3 tax exempt status from our founding organization. Ben's Lighthouse (benslighthouse.org) was established in response to the shooting at Sandy Hook Elementary School. #helpingishealing
  • University Of Chicago
    Alumni Schools Committee Ct-Ri Regional Chair (Volunteer Admissions Interviewers/College Fairs)
    University Of Chicago Dec 2002 - Feb 2017
    Sandy Hook, Ct
    Managed, recruited and trained 80+ volunteers. Also managed Houston (an additional 75 volunteers) simultaneously for five years. Achieved 100% completion rate of interview requests 13 years in a row.
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  • Trinity Church Episcopal Church
    Vestry Member/Finance Commission Chair/Investment Committee Chair
    Trinity Church Episcopal Church Dec 2012 - Oct 2016
    Newtown, Ct
  • Episcopal Province Of New England
    Treasurer And Member Of The Three Person Executive Committee
    Episcopal Province Of New England Apr 2015 - Nov 2015
    Virtual
    Manage billing and receivables as well as financial reporting and cash flow projections for the Province. Involved in all strategic and personnel matters of the Province. The Province provides shared services for the seven dioceses of New England.
  • Friends Of Lisa Romano
    Campaign Treasurer
    Friends Of Lisa Romano May 2012 - Mar 2013
    Newtown, Ct
    Responsible for all campaign finance electronic and paper filings as well as determining the legitimacy of contributions and expenses. Successfully responded to 100% audit of records (100% of candidates are audited due to public financing laws in CT)
  • Inmat Inc
    Marketing And Commercialization Director
    Inmat Inc 2008 - 2009
    Developing and implementing a market entry strategy for an environmentally-friendly nanotechnology-based coating for flexible packaging that has a very low permeability to oxygen and water vapor to keep food fresher, longer.
  • Praxair, Inc
    Business Development Manager
    Praxair, Inc Jul 1998 - Jun 2002
    Danbury, Ct
    Identify new businesses/industries to enter. Determine method of entry i.e. acquisition, JV, hire team of employees, etc. Present business case and implementation plan
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  • Praxair
    Oxygen/Nitrogen Associate Product Manager
    Praxair Mar 1997 - Jul 1998
    Danbury, Ct
    Product management responsisbility for the Western half of the U.S., along with competitive sourcing of liquid O2/N2 and bulk storage tanks.
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  • Liquid Carbonic
    Corporate Strategy Manager
    Liquid Carbonic Jul 1995 - Mar 1997
    Greater Chicago Area
    Corporate Strategy projects including integration of Healthcare business during the merger with PX
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  • Liquid Carbonic
    Operations Manager
    Liquid Carbonic Feb 1991 - Jul 1995
    Greater Chicago Area
    Optimized the total cost of product delivered to the customer. This included closing/consolidating production facilities, overhauling distribution routes, and implementing computer-aided dispatch at our largest production facility. I also acquired one specialty products laboratory and divested 13 non-strategic facilities.
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  • Boc Gases
    Regional Business Analyst
    Boc Gases Jun 1988 - Feb 1991
    Greater Chicago Area
    - Implemented logistics improvements leading to reduced costs and improved customer service- Acquired a local welding distributorship including negotiating contract and developing integration plan- Researched and developed complementary sales lead programs to leverage existing account relationships
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Rich Stein Skills

Leadership Team Building Financial Portfolio Strategic Partnerships Cross Functional Team Bequests Sales Financial Modeling Business Development Negotiation Competitive Analysis Process Improvement Strategic Planning Options Trading Fundraising Strategy Program Management New Business Development Cross Functional Team Leadership Donations Product Management Financial Analysis Market Analysis Budgets Business Strategy Management Project Management Product Development Marketing Strategy Financial Portfolio Analysis Mergers And Acquisitions Analysis Investment Management Stock Investing

Rich Stein Education Details

Frequently Asked Questions about Rich Stein

What company does Rich Stein work for?

Rich Stein works for Kiva

What is Rich Stein's role at the current company?

Rich Stein's current role is Kiva Ambassador - for $25 you too can be a global philanthropist!.

What is Rich Stein's email address?

Rich Stein's email address is st****@****rch.org

What is Rich Stein's direct phone number?

Rich Stein's direct phone number is +120324*****

What schools did Rich Stein attend?

Rich Stein attended Northwestern University - Kellogg School Of Management, The University Of Chicago, Radiance Yoga Studio - Pittsfield, Ma, New Trier East H.s..

What are some of Rich Stein's interests?

Rich Stein has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Scuba And Underwater Photography, Human Rights, Tournament Scrabble.

What skills is Rich Stein known for?

Rich Stein has skills like Leadership, Team Building, Financial Portfolio, Strategic Partnerships, Cross Functional Team, Bequests, Sales, Financial Modeling, Business Development, Negotiation, Competitive Analysis, Process Improvement.

Who are Rich Stein's colleagues?

Rich Stein's colleagues are Jocebeth Sta Ines, Marcia Margolis, Soroush Badie, Saumya Agrawal, Mukesh Satapathy, Apryl G., Disa Lewis.

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