Joseph Klein Email & Phone Number
President, Partner @ The Bahnsen Group
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Joseph Klein Location
- Newport Beach, CA, US
Joseph Klein Work
- 2025 -now President, Partner @
- 2024 -2025 Managing Director, Family Office @
- 2023 -2024 Chief Operating Officer @
- 2022 -2023 Director, Solutions Department @
- 2021 -2022 Industry Specialist and Career Coach @
- 2021 -2022 Director, Services and Planning @
- 2020 -2021 Senior Investment Analyst, Equities and Multi-Asset @
- 2018 -2020 Investment Analyst @
- 2017 -2018 Senior Associate @
- 2016 -2017 Assistant Vice President @
- 2014 -2016 Analyst @
- 2013 -2013 Summer Analyst (Internship) @
- 2012 -2012 Analyst (Internship) @ Protocol Capital Management
- 2012 -2012 Associate (Internship) @
- 2012 -2012 Preferred Banking Intern (Internship) @
- 2011 -2011 Business Analyst (Internship) @
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 and SEO (Sponsors for Educational Opportunity). 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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