Sr. Financial Planning Consultant @ (March 2019 - April 2026)
Registered Client Associate @ (September 2013 - March 2019)
Account Executive @ (February 2012 - September 2013)
Alyssa Klein Education
NYU School of Professional Studies
Financial Planning
2021-2022
University of Mississippi
Master of Business Administration
2010-2011
University of Mississippi
Bachelor (Business Administration; Marketing)
2006-2010
Alyssa Klein Summary
Alyssa Klein, based in New Orleans, LA, US, is currently a Associate Vice President, Wealth Management at Raymond James. Alyssa Klein brings experience from previous roles at Raymond James, Merrill Lynch and The Olinger Group. Alyssa Klein holds a 2021 - 2022 Financial Planning @ NYU School of Professional Studies. Alyssa Klein has 1 emails and 1 mobile phone numbers on RocketReach.
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