Brett Klein Email & Phone Number
Executive Director @ J.P. Morgan Private Bank
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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
- Account Management
- Analysis
- Banking
- Cash Flow
- Commercial Banking
- Credit
- Credit Analysis
- Credit Risk Management
- Customer Relationship Management (CRM)
- Customer Service
- Due Diligence
- Education/Training
- Financial Analysis
- Financial Services
- Lending
- Loan Origination
- Loans
- Management
- Meet Deadlines
- Microsoft Excel
- Mortgage Lending
- Mortgages
- New Hires
- Persuasion
- Portfolio Management
- Presentation Skills
- Private Banking
- Project Coordination
- Project Management
- Risk Management
- Services Sales
- Small Business
- Small Business Banking
- Team Leadership
- Teamwork
- Time Management
- Underwriting
- Eagle
- Sales
- Sales Manager
- Finance
- Leadership
- Technology
- 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 Account Management, Analysis, Banking, Cash Flow, Commercial Banking and more. Brett Klein has 3 emails and 2 mobile phone numbers on RocketReach.
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