Brett Klein Email & Phone Number
Executive Director @ J.P. Morgan Private Bank
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Brett Klein Location
- San Francisco, CA, US
Brett Klein Work
- Executive Director @ (July 2023 - Present)
- Managing Director (2021–2023), Director (2018–2021) @ (March 2018 - July 2023)
- Senior Relationship Manager (2014–2018), Relationship Manager Associate (2012–2014) @ (October 2012 - March 2018)
- Senior Financial and Credit Analyst (2011–2012), Loan Analyst (2008–2011) @ (August 2008 - October 2012)
- Founder and Consultant @ TransBay Tech (September 2003 - April 2012)
Brett Klein Education
- University of San Francisco
Bachelor of Science (International Business)
2004-2008
Brett Klein Skills
- Underwriting
- Loans
- Financial Analysis
- Credit
- Credit Analysis
- Project Coordination
- Cash Flow
- Analysis
- Microsoft Excel
- Meet Deadlines
- Private Banking
- Commercial Banking
- Loan Origination
- Due Diligence
- Banking
- Eagle
- Sales
- Sales Manager
- Finance
- Leadership
- Technology
- Project Management
- Mortgage Lending
- Strategy
Brett Klein Summary
- Brett Klein, based in San Francisco, CA, US, is currently a Executive Director at J.P. Morgan Private Bank. Brett Klein brings experience from previous roles at First Republic Bank and TransBay Tech. Brett Klein holds a 2004 - 2008 Bachelor of Science in International Business @ University of San Francisco. With a robust skill set that includes Underwriting, Loans, Financial Analysis, Credit, Credit Analysis and more. Brett Klein has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Brett Klein?
Find contact details for 700 million professionals.
Others Named Brett Klein
Brett Klein
Executive Director
San Francisco, CA, US
Brett Klein
Managing Director - Real Estate
New York, NY, US
Top J.P. Morgan Private Bank Employees
Christopher Prudhomme
Vice President, Banker
Baton Rouge, LA, US
Jeff Brannigan
Vice President
Houston, TX, US
Branden Joe
Vice President, Banker at J.P. Morgan Private Bank
Columbus, OH, US
Umar Farooq
Vice President, Banker
Los Angeles, CA, US
Taylor Harrell
Vice President, Events
New York, NY, US
Gaia Panzeri
Vice President
Milan, IT
Ryan McCann
Vice President, Banker
New York, NY, US
Mark Henderson
Vice President, Banker
Washington, DC, US
Elizabeth Rama
Vice President, Banker
Miami, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co