Jonathan Kleiman Email & Phone Number
Managing Director - Wealth Management @ UBS Group AG
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Jonathan Kleiman Location
- Melville, NY, US
Jonathan Kleiman Work
- 2012 -now Managing Director - Wealth Management @
- 2009 -2012 Senior Vice President - Investments @ Morgan Stanley Smith Barney
- 2007 -2009 Senior Vice President - Investments @ Citi Smith Barney
- 2003 -2007 Vice President - Investments @ Wachovia Securities, LLC
- 1996 -2003 Vice President - Investments @ Prudential Securities Incorporated
Jonathan Kleiman Education
- State University of New York
Bachelor's Degree (Business Management and Economics with a concentration in Personal Finance)
Jonathan Kleiman Skills
- Investments
- Equities
- Loans
- Risk Management
- Valuation
- Investment Banking
- Portfolio Management
- Fixed Income
- Capital Markets
- Due Diligence
- Series 7
Jonathan Kleiman Summary
- Jonathan Kleiman, based in Melville, NY, US, is currently a Managing Director - Wealth Management at UBS Financial Services, Inc. Jonathan Kleiman brings experience from previous roles at Morgan Stanley Smith Barney, Citi Smith Barney, Wachovia Securities, LLC and Prudential Securities Incorporated. Jonathan Kleiman holds a Bachelor's Degree in Business Management and Economics with a concentration in Personal Finance @ State University of New York. With a robust skill set that includes Investments, Equities, Loans, Risk Management, Valuation and more. Jonathan Kleiman has 3 emails and 2 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
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United States
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Chief Operating Officer
Shenzhen, Guangdong Province, CN
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Edmund Koh
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Germany
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
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