James Klein Email & Phone Number

Managing Director, Private Wealth Advisor @ Morgan Stanley Private Wealth Management

5 free lookup(s).

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

see less

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 3 emails and 1 mobile phone numbers on RocketReach.

James Klein Emails

Found 3 emails

James Klein Phone Numbers

Found 6 phone numbers

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