Phillip Klein Email & Phone Number

Consultant, NYU AI Innovation Accelerator (AIIA) @ NYU Stern School of Business

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Phillip Klein Location

United States

Phillip Klein Work

Consultant, NYU AI Innovation Accelerator (AIIA) @ (September 2026 - Present)
Founder- CEO @ (July 2026 - Present)
Founder Creator @ (September 2025 - Present)

Phillip Klein Education

Fordham University
Master of Business Administration (Finance)
2021-2024
Southend Grammar School
Loughborough University Mechanical, Electrical and Manufacturing Engineering
Bachelor of Arts
Loughborough University Mechanical, Electrical and Manufacturing Engineering
Bachelor of Science (Economics, Management, Finance)

Phillip Klein Skills

Alternative Investment Marketplace
Alternative Investments
Business Development
Business Development Consultancy
Business Strategy
Communication
Contractor Partnerships
Creative Writing
Future Trends
Futurism
Hedge Funds
IRA Custodian
IRA Investments
IRA Real Estate Custodian
IRAs
Investments
Leadership
Management
Negotiation
New Business Development
New Market Expansion
Private Equity
Private Equity IRA
Public Speaking
Retirement Solutions
Revenue & Profit Growth
Sales
Sales Process
Salesforce.com
Self Directed IRA
Self Directed IRA Custodian
Self-Management
Strategic Business Development
Strategic Partnerships
Strategic Planning
Strategy
What are Alternative Assets
Customer Experience
IT Strategy
Trading Strategies
Banking
Planning
Business Transformation
Channel Strategy
Stakeholder Management
Digital Strategy
Financial Planning
Art Finance
Derivatives
Business Process Re Engineering
Business Analysis
Prime Brokerage
Financial Regulation
Engineering
Wealth Management
Operating Models
Management Consulting
Marketing
Asset Management
Structural Engineering
Business Process
Change Management
Exotic Derivatives
Business Process Improvement
Investment Banking
Project Management
Trading Systems
Outsourcing
Private Banking
User Experience Design
Securities
Project Delivery
Investment Management
Structured Products
Financial Advisory
Consulting
Market
Infrastructure
User Experience
Community
Finance
Cost Effective
Savings
SEP IRA
Assessment
Transaction Processing
Data Conversion
Requirements Gathering
Revenue
Funding
Resume
Citigroup
Integration
System Architecture
Clearing
Vanilla
PowerPoint
Cash Management
Lean Manufacturing
Accounting
Workflow
OTC
Supplier Evaluation
Front Office
Capital Markets
Foundation
Languages
System
Business Services
English
Integration Testing
Asset Allocation
Interest Rate Derivatives
Strategies
Middleware
Microsoft Excel
Risk Management
Deloitte
Supervisory
Operational Strategy
Solution
Forums
Documentation
PMP
Process Engineering
Reporting
Stakeholders
Middle Office
Analysis
Written
Client Money
Digital Innovation
ESI
Quality Assurance
STP
Operations
Workshops
Axure
Repository
Mcs
Project Planning
Position Management
Project
Governance
Consent
Equity Derivatives
Standardization
Japanese
Six Sigma
Functional Design
Regulations
Roadmap
Software Design
Executive Management
Structured Finance
Curriculum Design
History
Green Belt
Visio
Software
Financial Services
Image Capture
Compliance
Equities
Event Processing
Microsoft Word
Exotic
FX Options
Proposal Writing
Cash
Simplicity
Onboarding
Acquisition Integration
Staff Development
Risk
Trading
Delivery
Mergers and Acquisitions
Global Sales
Architecture
Dodd Frank
Coordinate
Gaps

Phillip Klein Summary

Phillip Klein, based in United States, is currently a Consultant, NYU AI Innovation Accelerator (AIIA) at NYU Stern School of Business. Phillip Klein brings experience from previous roles at 26 Horizon Advisors and Energyverse. Phillip Klein holds a 2021 - 2024 Master of Business Administration in Finance @ Fordham University. With a robust skill set that includes Alternative Investment Marketplace, Alternative Investments, Business Development, Business Development Consultancy, Business Strategy and more. Phillip Klein has 1 emails and 1 mobile phone numbers on RocketReach.