Kerry Klein Email & Phone Number
Executive Director Technology Banking Group @ Wells Fargo
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Kerry Klein Location
- Boston, MA, US
Kerry Klein Work
- Executive Director Technology Banking Group @ (April 2020 - Present)
- Senior Vice President @ (September 2019 - April 2020)
- Vice President @ Wells Fargo Private Bank (July 2013 - April 2020)
- Vice President @ J.P. Morgan Private Bank (January 2010 - July 2013)
- Assistant Vice President @ (July 2003 - January 2010)
Kerry Klein Education
- Bucknell University
Kerry Klein Skills
- Investment Management
- Credit
- Credit Analysis
- Treasury Management
- Series 7
- Portfolio Management
- Banking
- Fixed Income
- Capital Markets
- Equities
- Finance
- Financial Analysis
- Investment Banking
- Leadership
- Microsoft Excel
- Social Media
- Public Speaking
- Strategic Planning
Kerry Klein Summary
- Kerry Klein, based in Boston, MA, US, is currently a Executive Director Technology Banking Group at Wells Fargo. Kerry Klein brings experience from previous roles at Wells Fargo Private Bank, J.P. Morgan Private Bank and M&T Bank. Kerry Klein holds a Bucknell University. With a robust skill set that includes Investment Management, Credit, Credit Analysis, Treasury Management, Series 7 and more. Kerry Klein has 2 emails and 1 mobile phone numbers on RocketReach.
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