Nicholas Klein Email & Phone Number
Managing Director @ Oxford Financial Group, Ltd.
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Nicholas Klein Location
- Carmel, IN, US
Nicholas Klein Work
- 2014 -now Managing Director @
- 2013 -2014 Associate Vice President @
- 2009 -2012 Associate @
- 2007 -2009 Business Development Specialist @
Nicholas Klein Education
- Miami University
B.S. Business Administration (Major: Finance, Thematic Sequence: Chemistry)
2006 - The University of Chicago - Booth School of Business
Master of Business Administration (MBA) (Concentrations: Economics, Entrepreneurship, & Finance)
- Cathedral High School
Nicholas Klein Skills
- Series 7
- Series 63
- Microsoft Word
- Research
- Microsoft Excel
- Business Analysis
- Customer Service
- Strategic Planning
Nicholas Klein Summary
- Nicholas Klein, based in Carmel, IN, US, is currently a Managing Director at Oxford Financial Group, Ltd.. Nicholas Klein brings experience from previous roles at Bessemer Trust, Goldman, Sachs & Co. and Managers Investment Group. Nicholas Klein holds a B.S. Business Administration in Major: Finance, Thematic Sequence: Chemistry @ Miami University. With a robust skill set that includes Series 7, Series 63, Microsoft Word, Research, Microsoft Excel and more. Nicholas Klein has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Oxford Financial Group, Ltd. Employees
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Nicholas Klein
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Andrew Filauro
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Peter Reist
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Brian Copsey
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Jeffrey Thomasson
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Ryan Shidler
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Charles Carter
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