Marc Klein Location
Indianapolis, IN, US
Marc Klein Work
- 2012 - now Financial Advisor @ Financial Services Company
- 2003 - 2012 Assistant Vice President @ City Securities Corporation
Marc Klein Education
- Indiana University - Kelley School of Business
BS (Finance and Economics)
- North Central High School
Marc Klein Skills
- Investments
- Portfolio Management
- Asset Allocation
- Investment Banking
- Financial Planning
- Retirement Planning
- Vendor Management
- Bancassurance
- Strategic Financial Planning
Marc Klein Summary
Marc Klein, based in Indianapolis, IN, US, is currently a Financial Advisor at Ameriprise Financial Services, LLC. Marc Klein brings experience from previous roles at City Securities Corporation. Marc Klein holds a BS in Finance and Economics @ Indiana University - Kelley School of Business. With a robust skill set that includes Investments, Portfolio Management, Asset Allocation, Investment Banking, Financial Planning and more. Marc Klein has 2 emails and 3 mobile phone numbers on RocketReach.
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