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
- Managing Director - Financial Advisor--Senior Portfolio Director Group @ (June 2014 - Present)
- Managing Director @ (November 2007 - June 2014)
- Senior Vice President @ (April 2000 - November 2007)
- Senior Vice President and Senior Portfolio Manager @ (October 1987 - April 2000)
- Special Assistant to the Administrator @ (January 1986 - October 1987)
- Deputy Director of Advance for the Vice President of the United States @ The Vice President of the United States (January 1985 - January 1986)
- Special Assistant to the Administrator @ (May 1984 - December 1985)
- Congressional Record Clerk @ (August 1979 - May 1984)
- Employee Benefits Supervisor @ (April 1975 - August 1979)
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 2 emails and 1 mobile phone numbers on RocketReach.
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