Dave Klein Email & Phone Number
Senior Portfolio Strategist, Director of Analytics @ Merritt Point Partners LLC
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Dave Klein Location
- Oakland, CA, US
Dave Klein Work
- Senior Portfolio Strategist, Director of Analytics @ (November 2018 - Present)
- Executive Education Lecturer @ (December 2009 - March 2022)
- Investment Risk Officer - Office of the Chief Investment Officer @ University of California Office of the President (February 2016 - November 2018)
- Founder @ PlanSteady (June 2015 - November 2018)
- Founding Partner @ Capital Context (January 2011 - June 2015)
- Senior Research Analyst, Manager CDR Credit Indices @ Credit Derivatives Research (May 2006 - December 2010)
- Project Manager @ (February 2004 - March 2005)
- Intern @ Symphony Asset Management (January 2005 - January 2005)
- Sr. Software Engineer @ AttachSTOR (September 2002 - February 2004)
- Principal @ Optiga, LLC (January 2001 - September 2002)
- Vice President - Development, Chief Technology Officer @ AbilityWare, Inc (July 1999 - December 2000)
- Project Leader @ Viasoft Inc. (October 1993 - February 1998)
- Software Engineer @ Viasoft Inc. (January 1990 - August 1991)
Dave Klein Education
- University of California, Berkeley, Haas School of Business
MFE (Financial Engineering)
2005-2006 - Washington University in St. Louis
A.M. (Mathematics)
1991-1993 - Washington University in St. Louis
A.B. (Mathematics)
1985-1989
Dave Klein Skills
- Quantitative Finance
- Machine Learning
- Credit Derivatives
- Capital Structure
- Tactical Asset Allocation
- Portfolio Management
- Equities
- Options
- Hedge Funds
- Trading
- Investments
- Finance
- Strategy
- Capital Markets
- Financial Modeling
Dave Klein Summary
- Dave Klein, based in Oakland, CA, US, is currently a Senior Portfolio Strategist, Director of Analytics at Oakland-based Commodities Investment Firm. Dave Klein brings experience from previous roles at Haas School of Business, University of California Office of the President, PlanSteady and Capital Context. Dave Klein holds a 2005 - 2006 MFE in Financial Engineering @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Quantitative Finance, Machine Learning, Credit Derivatives, Capital Structure, Tactical Asset Allocation and more. Dave Klein has 3 mobile phone numbers on RocketReach.
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