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Neil Klein Location
New York, NY, US
Neil Klein Work
2006 -now Senior Vice President Wealth Management @
2000 -2006 Managing Director @
1987 -2000 Senior Vice President - Investments @
Neil Klein Education
Syracuse University
Bachelor of Arts (B.A.) (Business, Management, Marketing, and Related Support Services)
1978-1982
Neil Klein Skills
Business Strategy
Portfolio Management
Investments
Capital Markets
Wealth Management
Investment Advisory
Equities
Asset Management
Neil Klein Summary
Neil Klein, based in New York, NY, US, is currently a Senior Vice President Wealth Management at UBS Financial Services, Inc.. Neil Klein brings experience from previous roles at Wachovia Securities and Advest, Inc.. Neil Klein holds a 1978 - 1982 Bachelor of Arts (B.A.) in Business, Management, Marketing, and Related Support Services @ Syracuse University. With a robust skill set that includes Business Strategy, Portfolio Management, Investments, Capital Markets, Wealth Management and more. Neil Klein has 2 emails and 2 mobile phone numbers on RocketReach.
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