Michael Klepper Email & Phone Number
Project Manager @ Cetera Financial Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Michael Klepper Location
- San Diego, CA, US
Michael Klepper Work
- 2025 -now Project Manager @
- 2025 -2025 FVP - Strategy and Execution @
- 2024 -2025 FVP - Internal Consulting @
- 2020 -2025 VP - Internal Consulting @
- 2019 -2020 Associate Financial Advisor @
- 2018 -2019 Guest Teacher @ Poway Unified School District
- 2012 -2017 Assistant Vice President - Operations @
- 2009 -2012 Operations Manager - New Accounts @
Michael Klepper Education
- San Diego State University
Master of Business Administration - MBA
2015-2018 - San Diego State University
Bachelor of Science (BS) (Finance, General)
2004-2006
Michael Klepper Skills
- Cash Management
- Process Efficiency
- Broker-Dealer Operations
- Customer Relationship Management (CRM)
- Business Process Improvement
- Azure DevOps Server
- Series 7
- Series 66
- Series 24
- Series 4
- Microsoft Excel
- Access
- Performance Metrics
- FINRA
- ACATS
- Alternative Investments
- Uniform Combined State Law
- Mutual Funds
- Wealth Management
- Investment Advisory
- Securities
- Investments
- Series 63
- Asset Allocation
- Financial Services
- Retirement Planning
- Risk Management
- Acces
- SQL
- Visual Basic for Applications (VBA)
- Salesforce.com Implementation
- Uniform Combined State
- Visual Basic for Applications Vba
- Visual Basic for Applications
Michael Klepper Summary
- Michael Klepper, based in San Diego, CA, US, is currently a Project Manager at Cetera Financial Group. Michael Klepper brings experience from previous roles at Axos® Clearing, A Subsidiary of Axos Financial, Axos Bank and Ameriprise Financial Services, LLC.. Michael Klepper holds a 2015 - 2018 Master of Business Administration - MBA @ San Diego State University. With a robust skill set that includes Cash Management, Process Efficiency, Broker-Dealer Operations, Customer Relationship Management (CRM), Business Process Improvement and more. Michael Klepper has 2 emails and 8 mobile phone numbers on RocketReach.
Looking for a different Michael Klepper?
Find contact details for 700 million professionals.
Others Named Michael Klepper
Michael Klepper
Financial Controller
Stillwater, OK, US
Michael Klepper
Territory Manager
United States
Mike Klepper
President and CEO
Tiffin, OH, US
Mike Klepper
Account Manager
Albion, MI, US
Michael Klepper
Principal
Cary, NC, US
Michael Klepper
Project Manager
San Diego, CA, US
Michael Klepper
Agent - President
Fresno, CA, US
Top Cetera Financial Group Employees
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Casper Thomsen
Managing Director, Head of Enterprise Data
Texas, United States
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Edward O'Brien
Chief Operating Officer
Boston, MA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, US
Jennifer Hanau
President, RIA and Branches Channel
Boulder, CO, US
Summer Pretzer
Senior Vice President, Head of Risk Controls
San Diego, CA, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Maxwell Razzore
Vice President - Program Manager
San Diego, CA, US
Rodney Peters
Managing Director, Operations
Arlington, TX, US
Adeline Wong
SVP, Head of Retirement Plan Programs and Strategy
San Diego, CA, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
San Diego, CA, US
Jeff Buchheister
Chief Financial Officer
San Diego, CA, US
Andy Watts
President, Tax Channel
Texas, United States
Scott Hennon
Chief Information Security Officer and Head of Enterprise IT Risk Management
Florida, United States
Andrea Shane
Managing Director, Head of Sales and Growth Operations
Florida, United States
Michael Durbin
Chief Executive Officer
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co