2018 -2019 Executive Director (non-equity partner) @
2013 -2018 Practice Leader @
2012 -2013 Product Strategy @
2010 -2012 Derivatives Platform @
2009 -2011 Founder @ GC London (acquired)
2006 -2007 Trader @
Phill Klein Education
Loughborough University Mechanical, Electrical and Manufacturing Engineering
Bachelor of Science (Economics, Management, Finance)
Southend Grammar School
Phill Klein Skills
Investment Banking
Securities
User Experience Design
Business Transformation
Business Process Re-engineering
Wealth Management
Customer Experience
Change Management
Management Consulting
Acquisition Integration
Business Process Improvement
Structured Products
Private Banking
Strategy
Digital Strategy
IT Strategy
Banking
Asset Management
Outsourcing
Derivatives
Phill Klein Summary
Phill Klein, based in Boulder, CO, US, is currently a Independent Operating Partner, Deep Tech, AI-Native, FinTech at Off/Season. Phill Klein brings experience from previous roles at Venture Partners at CU Boulder, FinLync, Capco and Monitor Deloitte. Phill Klein holds a Bachelor of Science in Economics, Management, Finance @ Loughborough University Mechanical, Electrical and Manufacturing Engineering. With a robust skill set that includes Investment Banking, Securities, User Experience Design, Business Transformation, Business Process Re-engineering and more. Phill Klein has 3 emails and 3 mobile phone numbers on RocketReach.
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