Martin Klein Email & Phone Number
Managing Director - Financial Advisor--Senior Portfolio Director Group @ RBC Wealth Management Financial Services Inc.
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Martin Klein Location
- California, United States
Martin Klein Work
- 2014 -now Managing Director - Financial Advisor--Senior Portfolio Director Group @
- 2007 -2014 Managing Director @
- 2000 -2007 Senior Vice President @
- 1987 -2000 Senior Vice President and Senior Portfolio Manager @
- 1986 -1987 Special Assistant to the Administrator @
- 1985 -1986 Deputy Director of Advance for the Vice President of the United States @ The Vice President of the United States
- 1984 -1985 Special Assistant to the Administrator @
- 1979 -1984 Congressional Record Clerk @
- 1975 -1979 Employee Benefits Supervisor @
Martin Klein Education
- Hobart and William Smith Colleges
BS
1969-1973
Martin Klein Skills
- Portfolio Management
- Microsoft Office
- Business Development
- Social Media
- Public Speaking
- Human Resources
- Financial Analysis
Martin Klein Summary
- Martin Klein, based in California, United States, is currently a Managing Director - Financial Advisor--Senior Portfolio Director Group at RBC Wealth Management. Martin Klein brings experience from previous roles at JP Morgan, Morgan Stanley, Prudential Securities and US Small Business Administration. Martin Klein holds a 1969 - 1973 BS @ Hobart and William Smith Colleges. With a robust skill set that includes Portfolio Management, Microsoft Office, Business Development, Social Media, Public Speaking and more. Martin Klein has 3 emails and 1 mobile phone numbers on RocketReach.
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