Joseph Klein Email & Phone Number
Financial Advisor @ Edward Jones
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Joseph Klein Location
- Sonoma, CA, US
Joseph Klein Work
- Financial Advisor @ (January 2026 - Present)
- Member Board of Directors @ (March 2010 - Present)
- Managing Director - Head of Convertible Capital Markets @ Leerink Partners LLC (July 2013 - February 2016)
- Partner and Co-Founder @ KKS Securities (December 2008 - December 2010)
- Principal - Head of Convertible Capital Markets @ (March 2000 - January 2008)
Joseph Klein Education
- Duke University - The Fuqua School of Business
M.B.A. (Business and Finance)
1996-1998 - Yale University
B.S. (Electrical Engineering)
1984-1988
Joseph Klein Skills
- Investment Banking
- Corporate Development
- Corporate Finance
- Financial Modeling
- Capital Markets
- Renewable Energy
- Private Placements
- Structured Finance
- Financial Structuring
- Due Diligence
- Investments
- Start-ups
- Business Development
- LBO
- M&A experience
- Project Finance
- Emerging Markets
- Mergers & Acquisitions
- Finance
Joseph Klein Summary
- Joseph Klein, based in Sonoma, CA, US, is currently a Financial Advisor at Edward Jones. Joseph Klein brings experience from previous roles at Verdant Power, Leerink Partners LLC, KKS Securities and Thomas Weisel Partners. Joseph Klein holds a 1996 - 1998 M.B.A. in Business and Finance @ Duke University - The Fuqua School of Business. With a robust skill set that includes Investment Banking, Corporate Development, Corporate Finance, Financial Modeling, Capital Markets and more. Joseph Klein has 2 emails on RocketReach.
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