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Amy Klein Location
St. Louis, MO, US
Amy Klein Work
2023 -now Director of Strategic Planning @
2015 -2023 Investment Risk Officer @
2006 -2015 Manager Research Analyst @
Amy Klein Education
Southern Illinois University Edwardsville
Bachelor (Finance)
2002-2006
Amy Klein Skills
Open Architecture
Mutual Funds
ETFs
Index Funds
Indexing
Equity Indices
Socially Responsible Investing
Peer Group Analysis
Asset Allocation
Tactical Asset Allocation
Diversification
Risk Monitoring
Quantitative Models
Performance Analysis
Performance Attribution
Defined Contribution
Marketing Support
Presentation Development
Presentation Design
RFP experience
RFP Generation
RFP Design
Prospect Research
Morningstar Direct
MPI
Investment Compliance
Asset Management
Financial Modeling
Portfolio Management
Investments
Wealth Management
Investment Management
Financial Analysis
Banking
Alternative Investments
Risk Management
Investment Research
Research
Amy Klein Summary
Amy Klein, based in St. Louis, MO, US, is currently a Director of Strategic Planning at MAC Medical, Inc.. Amy Klein brings experience from previous roles at Commerce Trust. Amy Klein holds a 2002 - 2006 Bachelor in Finance @ Southern Illinois University Edwardsville. With a robust skill set that includes Open Architecture, Mutual Funds, ETFs, Index Funds, Indexing and more. Amy Klein has 1 emails on RocketReach.
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