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 @ UBS Group AG
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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

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Jonathan Kleiman Education

State University of New York

Jonathan Kleiman Skills

Investments
Equities
Loans

Risk Management
Valuation
Investment Banking
Portfolio Management
Fixed Income
Capital Markets
Due Diligence

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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 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.

Jonathan Kleiman Emails

Found 3 emails

Jonathan Kleiman Phone Numbers

Found 5 phone numbers

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Others Named Jonathan Kleiman

Jonathan Kleiman

Managing Director - Wealth Management at UBS Financial Services, Inc

Melville, NY, US
3
- gmail.com
- ubs.com
- ubs.ch
5
- 516835XXXX
- 631663XXXX
- 631827XXXX
- 503282XXXX
- 631420XXXX
Jonathan Kleiman

Mental Health Counselor Fellow at Boston Child Study Center - Boston, Los Angeles, Maine

Stanford, CA, US
2
- gmail.com
- bostonchildstudycenter.com
2
- 781405XXXX
- 207835XXXX
Nathan Kleiman

DevOps Team Leader at Aidoc Medical

Israel
2
- gmail.com
- aidoc.com
1
- 97254753XXXX
Jonathan Kleiman

Founding Enterprise AI at StackAI

Miami, FL, US
5
- gmail.com
- yahoo.com
- neteera.com
- 3icap.com
- stack-ai.com
5
- 857210XXXX
- 5068707XXXX
- 5068718XXXX
- 5062228XXXX
- 5068827XXXX
Jonathan Kleiman

Finance Director at Omnam Investment Group

Chessington, GB
1
- omnamgroup.com

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