Joseph Klein Email & Phone Number
President, Partner @ The Bahnsen Group
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Joseph Klein Location
- Newport Beach, CA, US
Joseph Klein Work
- President, Partner @ (June 2025 - Present)
- Managing Director, Family Office @ (September 2024 - June 2025)
- Chief Operating Officer @ (August 2023 - September 2024)
- Director, Solutions Department @ (October 2022 - July 2023)
- Director, Services and Planning @ (August 2021 - September 2022)
- Industry Specialist and Career Coach @ (June 2021 - December 2022)
- Senior Investment Analyst, Equities and Multi-Asset @ (February 2020 - July 2021)
- Investment Analyst @ (July 2018 - February 2020)
- Senior Associate @ (May 2017 - April 2018)
- Assistant Vice President @ (July 2016 - April 2017)
- Analyst @ (May 2014 - July 2016)
- Summer Analyst (Internship) @ (May 2013 - August 2013)
- Analyst (Internship) @ Protocol Capital Management (September 2012 - December 2012)
- Associate (Internship) @ (April 2012 - August 2012)
- Preferred Banking Intern (Internship) @ (January 2012 - April 2012)
- Business Analyst (Internship) @ (May 2011 - December 2011)
Joseph Klein Education
- Boston University
Certificate in Financial Planning
2020-2020 - NYU Stern School of Business
Bachelor of Science (B.S.) (Finance and Management)
2014 - Commack High School
Joseph Klein Skills
- Certified Financial Planner
- Executive Presentations
- Executive Leadership
- Creative Problem Solving
- Estate Planning
- Problem Solving
- Customer Experience
- Management
- Leadership
- Financial Analysis
- Financial Risk
- Investments
- Financial Modeling
- Credit Risk
- Hedge Funds
- Banking
- Equities
- Investment Banking
- Valuation
- Funding
- Portfolio Management
- Capital Markets
- Business Strategy
- Bloomberg
- PowerPoint
- Microsoft Excel
- Client Services
- Presentation Skills
- Financial Statement Analysis
- Underwriting
- Due Diligence
- Separately Managed Accounts
- Finance
- Teamwork
- Research
- Trading
- Financial Planning
- Investment Management
- Microsoft Word
- Asset Management
- Wealth Management
Joseph Klein Summary
- Joseph Klein, based in Newport Beach, CA, US, is currently a President, Partner at The Bahnsen Group. Joseph Klein brings experience from previous roles at The Bahnsen Group. Joseph Klein holds a 2020 - 2020 Certificate in Financial Planning @ Boston University. With a robust skill set that includes Certified Financial Planner, Executive Presentations, Executive Leadership, Creative Problem Solving, Estate Planning and more. Joseph Klein has 1 emails and 1 mobile phone numbers on RocketReach.
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