Brett Klein Email & Phone Number

Executive Director @ J.P. Morgan Private Bank

5 free lookup(s).

Brett Klein Location

San Francisco, CA, US

Brett Klein Work

2023 - now Executive Director @ J.P. Morgan Private Bank
2018 - 2023 Managing Director (2021–2023), Director (2018–2021) @ First Republic
2012 - 2018 Senior Relationship Manager (2014–2018), Relationship Manager Associate (2012–2014) @ First Republic

2008 - 2012 Senior Financial and Credit Analyst (2011–2012), Loan Analyst (2008–2011) @ First Republic
2003 - 2012 Founder and Consultant @ TransBay Tech

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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

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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.

Brett Klein Emails

Found 3 emails

Brett Klein Phone Numbers

Found 2 phone numbers

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Brett Klein

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