Paul Klein Email & Phone Number
Director @ Excel Capital Advisors, LLC
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Paul Klein Location
- Tampa, FL, US
Paul Klein Work
- Director @ (September 2025 - Present)
- Vice President - Investment Banking @ (February 2023 - August 2025)
- Investment Banking Associate @ (July 2020 - February 2023)
- Senior Associate @ (July 2020 - July 2020)
- Associate @ (August 2018 - June 2020)
- Intern @ (January 2017 - April 2017)
- Treasurer @ (November 2015 - December 2016)
- Investigative Accounting Group Intern @ (August 2015 - December 2015)
Paul Klein Education
- University of Central Florida - College of Business Administration
Bachelor of Science (B.S.) (Accounting and Finance, Burnett Honors College, Cum Laude, President's List)
- Cypress Bay High School
High School
Paul Klein Skills
- Time Management
- Teamwork
- Finance
- Social Media
- Accounting
- Data Analysis
- Statistics
- Social Media Marketing
- Facebook Marketing
- Event Planning
- Budgets
- Financial Planning
- Mergers & Acquisitions (M&A)
- Corporate Finance
- Bloomberg Terminal
- Microsoft Excel
- Microsoft Office
- Leadership
- Critical Thinking
- Management
- Communication
- Positivity
- Social Networking
- Motivation
- Cryptocurrency
Paul Klein Summary
- Paul Klein, based in Tampa, FL, US, is currently a Director at Excel Capital Advisors, LLC. Paul Klein brings experience from previous roles at Skyway Capital Markets, LLC and KPMG US. Paul Klein holds a Bachelor of Science (B.S.) in Accounting and Finance, Burnett Honors College, Cum Laude, President's List @ University of Central Florida - College of Business Administration. With a robust skill set that includes Time Management, Teamwork, Finance, Social Media, Accounting and more. Paul Klein has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Excel Capital Advisors, LLC Employees
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