Michael S. Klena Email & Phone Number
Partner @ quantStrat
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Michael S. Klena Location
- Philadelphia, PA, US
Michael S. Klena Work
- 2026 -now Partner @
- 2018 -2026 Partner @ Architect Partners LLC/Weild & Co
- 2015 -2021 Founder @ Wealth Apple
- 2016 -2018 Regional CEO @
- 2011 -2013 Regional CEO @
- 2002 -2010 Senior Vice President @
- 1992 -2002 Senior Vice President @ Waterhouse Securities (currently TD Ameritrade)
Michael S. Klena Education
- University of Michigan
Bachelors (Economics)
1986-1990
Michael S. Klena Skills
- Financial Services
- Mergers & Acquisitions
- Strategy
- Options
- Equities
- Risk Management
- Securities
- Financial Markets
- Mutual Funds
- Series 7
- Financial Risk
- Banking
- Wealth Management
- Investments
- Electronic Trading
- Derivatives
- Series 63
- Foreign Exchange
- Financial Advisory
- Call Center
- Alternative Investments
- PowerPoint
- Strategic Partnerships
- Fixed Income
- Series 34
- Mergers
- Securities Regulation
- Business Relationship Management
- Financial Planning
- Sales
- Series 3
- Relationship Management
- Negotiation
- Asset Allocation
- Strategic Planning
- Strategic Financial Planning
- FINRA
- FX Options
- Microsoft Excel
- Product Management
- Personal Financial Planning
- Back Office
- Series 24
- Foreign Exchange Management
- Management
- Broker Dealer
- Trading Systems
- Trading
- Marketing Strategy
- Call Centers
- Mergers and Acquisitions
- Back Office Operations
Michael S. Klena Summary
- Michael S. Klena, based in Philadelphia, PA, US, is currently a Partner at QuantStrat. Michael S. Klena brings experience from previous roles at Architect Partners LLC/Weild & Co, Wealth Apple, Lykke Corp and Forex Club LLC, USA. Michael S. Klena holds a 1986 - 1990 Bachelors in Economics @ University of Michigan. With a robust skill set that includes Financial Services, Mergers & Acquisitions, Strategy, Options, Equities and more. Michael S. Klena has 2 emails and 3 mobile phone numbers on RocketReach.
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Others Named Michael S. Klena
Michael S. Klena
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