James Klein Email & Phone Number
Managing Director, Private Wealth Advisor @ Morgan Stanley Wealth Management
James Klein's Location
Los Angeles, CA, US
James Klein's Work
- Managing Director, Private Wealth Advisor @ Morgan Stanley Wealth Management
- First Vice President @ Merrill Lynch Private Banking and Investment Group
James Klein's Education
- Stanford University
BA (Economics)
1989 - 1994
James Klein's Skills
- Project Management
- Microsoft Excel
- Public Speaking
- Marketing Strategy
- Strategic Planning
- Financial Analysis
- Wealth Management
- Sales
- Team Building
James Klein's Summary
James Klein, based in Los Angeles, CA, US, is currently a Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management, bringing experience from previous roles at Merrill Lynch Private Banking and Investment Group. James Klein holds a 1989 - 1994 BA in Economics @ Stanford University. With a robust skill set that includes Project Management, Microsoft Excel, Public Speaking, Marketing Strategy, Strategic Planning and more, James Klein contributes valuable insights to the industry. James Klein has 3 emails and 1 mobile phone number on RocketReach.
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