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
- 2020 -now Executive Director Technology Banking Group @
- 2019 -2020 Senior Vice President @
- 2013 -2020 Vice President @ Wells Fargo Private Bank
- 2010 -2013 Vice President @ J.P. Morgan Private Bank
- 2003 -2010 Assistant Vice President @
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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