Jack Klein Email & Phone Number
Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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Jack Klein Location
- New York, NY, US
Jack Klein Work
- 2005 -now Senior Financial Advisor, Senior Vice President @
- 2002 -2006 Senior Vice President @
- 1978 -2002 Senior Managing Director @ Lebenthal & Co Inc
Jack Klein Education
- University of Connecticut
Bachelor's Degree
1974-1978
Jack Klein Skills
- Management
- Financial Reporting
- Business Analysis
- Accounting
- Budgets
- Financial Planning
- Mutual Funds
- Investments
- Estate and Trust Services
Jack Klein Summary
- Jack Klein, based in New York, NY, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. Jack Klein brings experience from previous roles at Advest and Lebenthal & Co Inc. Jack Klein holds a 1974 - 1978 Bachelor's Degree @ University of Connecticut. With a robust skill set that includes Management, Financial Reporting, Business Analysis, Accounting, Budgets and more. Jack Klein has 2 emails and 1 mobile phone numbers on RocketReach.
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