Dave Klein Email & Phone Number
Senior Portfolio Strategist, Director of Analytics @ Merritt Point Partners LLC
Dave Klein Location
Oakland, CA, US
Dave Klein Work
- @ Oakland-based Commodities Investment Firm
- 2009 - 2022 Executive Education Lecturer @ University of California, Berkeley, Haas School of Business
- 2016 - 2018 Investment Risk Officer - Office of the Chief Investment Officer @ University of California Office of the President
- 2015 - 2018 Founder @ PlanSteady
- 2006 - 2010 Senior Research Analyst, Manager CDR Credit Indices @ Credit Derivatives Research
- 2018 - now Senior Portfolio Strategist, Director of Analytics @ Merritt Point Partners LLC
- 2011 - 2015 Founding Partner @ Capital Context
- 2004 - 2005 Project Manager @ Tacit Networks
- 2005 - 2005 Intern @ Symphony Asset Management
- 2002 - 2004 Sr. Software Engineer @ AttachSTOR
Dave Klein Education
- University of California, Berkeley - Walter A. 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
Dave Klein Summary
Dave Klein, based in Oakland, CA, US, is currently a Senior Portfolio Strategist, Director of Analytics at Merritt Point Partners LLC. Dave Klein brings experience from previous roles at Oakland-based Commodities Investment Firm, Haas School of Business, University of California Office of the President and PlanSteady. Dave Klein holds a 2005 - 2006 MFE in Financial Engineering @ University of California, Berkeley - Walter A. 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 1 mobile phone numbers on RocketReach.
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Top Merritt Point Partners LLC Employees
-
Jeffrey Baird
Managing Partner at Merritt Point Partners LLC
Berkeley, CA, US35+ -
Ya Fang
Portfolio Strategist at Merritt Point Partners LLC
New York, NY, US21
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