Martin Klein Email & Phone Number
Managing Director - Financial Advisor--Senior Portfolio Director Group @ RBC Wealth Management Financial Services Inc.
Martin Klein Location
California, United States
Martin Klein Work
- 2014 - now Managing Director - Financial Advisor--Senior Portfolio Director Group @ RBC Wealth Management Financial Services Inc.
- 2007 - 2014 Managing Director @ J.P. Morgan
- 2000 - 2007 Senior Vice President @ Morgan Stanley
- 1987 - 2000 Senior Vice President and Senior Portfolio Manager @ Wells Fargo
- 1986 - 1987 Special Assistant to the Administrator @ U.S. Small Business Administration
- 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 @ U.S. Small Business Administration
- 1979 - 1984 Congressional Record Clerk @ U.S. House of Representatives
- 1975 - 1979 Employee Benefits Supervisor @ U.S. House of Representatives
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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