James Klein Location
- Los Angeles, CA, US
James Klein Work
- 2008 - now Managing Director, Private Wealth Advisor @ Morgan Stanley Private Wealth Management
- 1995 - 2008 First Vice President @ Merrill Lynch Private Banking and Investment Group
James Klein Education
- Stanford University
BA (Economics)
1989 - 1994
James Klein Skills
- Project Management
- Microsoft Excel
- Public Speaking
- Marketing Strategy
- Strategic Planning
- Financial Analysis
- Wealth Management
- Sales
- Team Building
James Klein Summary
- James Klein, based in Los Angeles, CA, US, is currently a Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management. James Klein brings 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 has 2 emails and 1 mobile phone numbers on RocketReach.
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