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
- 2018 -now Senior Portfolio Strategist, Director of Analytics @
- 2009 -2022 Executive Education Lecturer @
- 2016 -2018 Investment Risk Officer - Office of the Chief Investment Officer @ University of California Office of the President
- 2015 -2018 Founder @ PlanSteady
- 2011 -2015 Founding Partner @ Capital Context
- 2006 -2010 Senior Research Analyst, Manager CDR Credit Indices @ Credit Derivatives Research
- 2004 -2005 Project Manager @
- 2005 -2005 Intern @ Symphony Asset Management
- 2002 -2004 Sr. Software Engineer @ AttachSTOR
- 2001 -2002 Principal @ Optiga, LLC
- 1999 -2000 Vice President - Development, Chief Technology Officer @ AbilityWare, Inc
- 1993 -1998 Project Leader @ Viasoft Inc.
- 1990 -1991 Software Engineer @ Viasoft Inc.
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
- 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 - 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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