Benjamin Klingler Email & Phone Number
High Net Worth Advisor @ Vanguard
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Benjamin Klingler Location
- Phoenix, AZ, US
Benjamin Klingler Work
- 2023 -now High Net Worth Advisor @
- 2021 -2023 Financial Advisor @
- 2018 -2021 Tax Associate @ BKD CPAs & Advisors (formerly Schmidt-Westergard)
- 2013 -2018 Financial Planner @ Stoker Ostler I A part of BMO Financial Group
- 2008 -2013 System Administrator and Senior Financial Analyst @
- 2005 -2008 Controller and Accounting Manager @
Benjamin Klingler Education
- Keller Graduate School of Management of DeVry University
Master of Accountancy and Financial Management
2009-2015 - Arizona State University, W. P. Carey School of Business
Bachelor of Science (BS) (Business Administration)
2004-2005
Benjamin Klingler Skills
- Microsoft Office
- Customer Service
- Auditing
- Accounting
- Financial Services
- Forecasting
- Finance
- Portfolio Management
- Microsoft Excel
- Analysis
- Systems Project Management
- Capital Project Planning
- Financial Planning
- SAP
- Financial Statements
- Cash Flow
- Tax Planning
- Process Improvement
- Accounts Receivable
- Microsoft Word
- Fixed Assets
- Budgets
- Wealth Management
- Financial Forecasting
- Personal Financial
- Retirement Planning
- Personal Financial Planning
- Systems Project
Benjamin Klingler Summary
- Benjamin Klingler, based in Phoenix, AZ, US, is currently a High Net Worth Advisor at Vanguard. Benjamin Klingler brings experience from previous roles at Vanguard, BKD CPAs & Advisors (formerly Schmidt-Westergard), Stoker Ostler I A part of BMO Financial Group and Starwood Hotels & Resorts Worldwide, Inc.. Benjamin Klingler holds a 2009 - 2015 Master of Accountancy and Financial Management @ Keller Graduate School of Management of DeVry University. With a robust skill set that includes Microsoft Office, Customer Service, Auditing, Accounting, Financial Services and more. Benjamin Klingler has 4 emails and 1 mobile phone numbers on RocketReach.
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