Jonathan Klein Email & Phone Number
Managing Director @ Grayscale Investments
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Jonathan Klein Location
- Huntington, NY, US
Jonathan Klein Work
- Managing Director @ (January 2022 - Present)
- Managing Director @ (March 2018 - January 2022)
- Head of Unified Managed Account and Fa Discretionary Platforms @ (December 2015 - March 2018)
- Director @ (September 2010 - December 2015)
- Executive Director @ (February 1994 - September 2010)
Jonathan Klein Education
- New York University
Master Of Business Administration (Business)
1998-2001 - University at Albany
Bachelor Of Science (Accounting)
1988-1992
Jonathan Klein Skills
- Annuities
- Asset Allocation
- Asset Management
- Business Development
- Business Relationship Management
- Capital Raising
- Client Coverage
- Client Services
- Communication
- Customer Relationship Management (CRM)
- Deal Execution
- Due Diligence
- Financial Analysis
- Financial Markets
- Financial Planning
- HNW
- Insurance
- Internal & External Clients
- Investment Advisory
- Investment Strategies
- Investments
- Investor Relations
- Lead Generation
- Marketing Materials
- Marketing Strategy
- Pitch Books
- Presentation Skills
- Presentations
- Private Credit
- Product Management
- Relationship Building
- Relationship Development
- Reporting
- Sales
- Sales Execution
- Sales Management
- Sales Planning
- Sales Presentations
- Sales Strategy
- Securities
- Series 7
- Strategy
- Teamwork
- Wealth Management
Jonathan Klein Summary
- Jonathan Klein, based in Huntington, NY, US, is currently a Managing Director at Grayscale Investments. Jonathan Klein brings experience from previous roles at Stifel Financial Corp., Barclays Wealth and Investment Management and Morgan Stanley. Jonathan Klein holds a 1998 - 2001 Master Of Business Administration in Business @ New York University. With a robust skill set that includes Annuities, Asset Allocation, Asset Management, Business Development, Business Relationship Management and more. Jonathan Klein has 3 emails and 2 mobile phone numbers on RocketReach.
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