Joseph Klein Email & Phone Number

President, Partner @ The Bahnsen Group

5 free lookup(s).

Joseph Klein Location

Newport Beach, CA, US

Joseph Klein Work

2025 - now President, Partner @ The Bahnsen Group
2024 - 2025 Managing Director, Family Office @ The Bahnsen Group
2023 - 2024 Chief Operating Officer @ The Bahnsen Group

2022 - 2023 Director, Solutions Department @ The Bahnsen Group
2021 - 2022 Director, Services and Planning @ The Bahnsen Group
2021 - 2022 Industry Specialist and Career Coach @ SEO (Sponsors for Educational Opportunity)
2020 - 2021 Senior Investment Analyst, Equities and Multi-Asset @ VWG Wealth Management
2018 - 2020 Investment Analyst @ VWG Wealth Management
View Department
2017 - 2018 Senior Associate @ Ankura
2016 - 2017 Assistant Vice President @ Barclays

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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

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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 2 emails and 1 mobile phone numbers on RocketReach.

Joseph Klein Emails

Found 2 emails

Joseph Klein Phone Numbers

Found 1 phone numbers

631220XXXX

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