Nicholas Klein Email & Phone Number

Managing Director @ Oxford Financial Group, Ltd.

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Location

Carmel, Indiana, United States

Work

Managing Director @ Oxford Financial Group, Ltd.
Associate Vice President @ Bessemer Trust
Associate @ Goldman, Sachs & Co.

Business Development Specialist @ Managers Investment Group

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Education

The University of Chicago - Booth School of Business
Master of Business Administration (MBA) (Concentrations: Economics, Entrepreneurship, & Finance)
Miami University
B.S. Business Administration (Major: Finance, Thematic Sequence: Chemistry)
Cathedral High School

Skills

Series 7
Series 63
Microsoft Word

Research
Microsoft Excel
Business Analysis
Customer Service
Strategic Planning

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Nicholas Klein Phone Number

Found 1 phone number:

317843XXXX

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Nicholas Klein

Chief Executive Officer

Palo Alto, CA, US

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2
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2
- 831477XXXX
- 925-462-XXXX
Nicholas Klein

Chief Operating Officer

Kirkland, Washington, United States

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4
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- 425891XXXX
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Nicholas Klein

Owner

Palo Alto, CA, US

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5+
- 419-967-XXXX
- 650-465-XXXX
- 262-620-XXXX
- 414-467-XXXX
- 831-234-XXXX
- 914-384-XXXX
Nicholas Klein

Director Of Hardware Engineering

Minneapolis, Minnesota, United States

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3
- 612788XXXX
- 763208XXXX
- 763785XXXX
Nicholas Klein

President

Pasadena, Maryland, United States

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2
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- yahoo.com
5+
- 410861XXXX
- 240286XXXX
- 240286XXXX
- 410312XXXX
- 443684XXXX
- 443306XXXX

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Oxford Financial Group, Ltd. is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country. At Oxford, they believe their independence and private ownership enhance their ability to provide you with unbiased and objective advice—putting you, their clients, at the...

Website	http://www.ofgltd.com/
Revenue	$38 million
Founded	1981
Address	PO Box 80238, Indianapolis, Indiana 46280, US
Categories	Financial Services, Investment Banking, Consulting, Finance
Departments	IT (2) , Finance (33) , HR (2) , Sales (1)
Email Format	jdoe@ofgltd.com (100%)

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Others Named Nicholas Klein

Nicholas Klein

Chief Executive Officer

Palo Alto, CA, US

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Nicholas Klein

Owner

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- 419-967-XXXX
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Nicholas Klein

Director Of Hardware Engineering

Minneapolis, Minnesota, United States

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Nicholas Klein

President

Pasadena, Maryland, United States

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- 410861XXXX
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Managing Director and Family Office Fellow

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Robert Schaefer

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David Funke

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Carmel, Indiana, United States

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Tim Wittenbrook

Managing Director

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Top Oxford Financial Group, Ltd. Employees

Brock Flagstad

Managing Partner

Chicago, Illinois, United States

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Sue McMillen

Vice President, Chief Talent Officer

Zionsville, Indiana, United States

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Rob Webb

Managing Director

Carmel, Indiana, United States

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Ty Schlobohm

Managing Director

Wayzata, Minnesota, United States

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Catherine Farley

Chief Administrative Officer (CAO) and Chief Financial Officer (CFO)

Plymouth, Michigan, United States

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