Bryan Klein Email
Product Manager - Financial Planning @ SS&C Advent
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Bryan Klein Location
- Florida, United States
Bryan Klein Work
- Product Manager - Financial Planning @ (June 2021 - Present)
- Client Consultant @ (February 2019 - July 2021)
- Vice President-Financial Consultant @ (October 2010 - December 2018)
- Senior Advisor-Portfolio Advisory Services @ (June 2007 - October 2010)
- Defined Benefit and Contribution Guidance Specialist @ (June 2005 - June 2007)
- Senior Investment Advisor @ (March 2002 - June 2005)
- Financial Advisor @ Ameriprise Financial Services, Inc. (December 2001 - March 2002)
Bryan Klein Education
- Boston University
Master’s Degree (Banking and Financial Services)
2006-2009 - Texas Tech University
Bachelor’s Degree (Finance, General)
1997-2001
Bryan Klein Skills
- Asset Management
- Banking
- Business Process Improvement
- Capital Markets
- Collaborative Problem Solving
- Communication
- Comprehensive Financial Planning
- Customer Relationship Management (CRM)
- Data Analysis
- Entrepreneurship
- Estate Planning
- Estate Tax Planning
- Financial Services
- Income Planning
- Insurance
- Investments
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- Options
- Portfolio Management
- Retirement Planning
- Risk Management
- Sales Presentations
- Salesforce.com
- Statistics
- Tax Planning
- Wealth Management
- Wealth Transfer
Bryan Klein Summary
- Bryan Klein, based in Florida, United States, is currently a Product Manager - Financial Planning at SS&C Advent. Bryan Klein brings experience from previous roles at SS&C Advent and Fidelity Investments. Bryan Klein holds a 2006 - 2009 Master’s Degree in Banking and Financial Services @ Boston University. With a robust skill set that includes Asset Management, Banking, Business Process Improvement, Capital Markets, Collaborative Problem Solving and more. Bryan Klein has 1 emails on RocketReach.
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