Donald Klein Email & Phone Number
Vice President, Financial Consultant @ Charles Schwab
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Donald Klein Location
- Winnetka, IL, US
Donald Klein Work
- Vice President, Financial Consultant @ (July 2019 - Present)
- Wealth Management Advisor @ (August 2015 - July 2019)
- Vice President @ JP Morgan Asset Management (March 2010 - August 2015)
- Regional Director @ (February 2006 - December 2009)
- Regional Marketing Director @ (January 2001 - February 2006)
Donald Klein Education
- University of Notre Dame
Bachelor's degree (Biology, General)
1983-1987 - Loyola Academy 1979-1983
Donald Klein Skills
- Investments
- Mutual Funds
- Series 7
- Sales
- Wealth Management
- Retirement Planning
- Finance
- Marketing
- Series 63
- Asset Management
Donald Klein Summary
- Donald Klein, based in Winnetka, IL, US, is currently a Vice President, Financial Consultant at Charles Schwab. Donald Klein brings experience from previous roles at TIAA, JP Morgan Asset Management, Wells Fargo Advantage Funds and Nationwide Insurance. Donald Klein holds a 1983 - 1987 Bachelor's degree in Biology, General @ University of Notre Dame. With a robust skill set that includes Investments, Mutual Funds, Series 7, Sales, Wealth Management and more. Donald Klein has 3 emails and 1 mobile phone numbers on RocketReach.
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