Robert Klein Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Klein Location
- Newport Beach, CA, US
Robert Klein Work
- 2025 -now Managing Director - Investments @
- 2009 -2025 Senior Vice President - Investments @
- 1993 -2009 Financial Advisor @
Robert Klein Education
- California State University-Fullerton
Bachelor of Arts (B.A.) (Business Administration and Management, General)
1986-1990
Robert Klein Skills
- Investments
- Business Development
- Management
- Financial Advisory
- Wealth Management
- Mutual Funds
- Finance
- Start-ups
- Microsoft Excel
- Strategic Planning
- Start Ups
- Financial Reporting
- Financial Modeling
- Marketing
- Customer Service
Robert Klein Summary
- Robert Klein, based in Newport Beach, CA, US, is currently a Managing Director - Investments at Wells Fargo Advisors. Robert Klein brings experience from previous roles at Wells Fargo Advisors and Morgan Stanley. Robert Klein holds a 1986 - 1990 Bachelor of Arts (B.A.) in Business Administration and Management, General @ California State University-Fullerton. With a robust skill set that includes Investments, Business Development, Management, Financial Advisory, Wealth Management and more. Robert Klein has 1 mobile phone numbers on RocketReach.
Looking for a different Robert Klein?
Find contact details for 700 million professionals.
Others Named Robert Klein
Robert Klein
Vice President Human Resources
McLean, VA, US
Robert Klein
CEO
Cleveland, OH, US
Robert Klein
CEO
Paris, FR
Robert Klein
President | Co-founder
Little Rock, AR, US
Robert Klein
Chief Financial Officer
New York, NY, US
Robert Klein
Chief Executive Officer
New York, NY, US
Robert Klein
CEO
Pennsylvania, United States
Robert Klein
CFO
Florida, United States
Top Wells Fargo Advisors Employees
Neil Canell
Managing Director - Investments
New York, NY, US
Jay Canell
Managing Director
New York, NY, US
John McCauley
Managing Director - Investments
Houston, TX, US
Zach Smith
Chief Administrative Officer
St. Louis, MO, US
Ed Perez
Managing Director - Investments
Fort Worth, TX, US
John Tyers
President, Wells Fargo Advisors Financial Network
Charlotte, NC, US
Aaron Landry
Managing Director - Market Leader
Raleigh, NC, US
Cam Davis
Managing Director - Investments
Los Angeles, CA, US
Andrew Bitterlin
Managing Director- Investments
San Diego, CA, US
Michael Brodnik
Managing Director-Investments
Washington, DC, US
Mark Longman
Managing Director, Senior Compliance Manager
St. Louis, MO, US
Bob Fusaro
Managing Director - Investment Officer
New York, NY, US
William Bridell
Managing Director - Investments
Birmingham, AL, US
Gina Phillips
President
Spruce Pine, NC, US
William Arnold
Managing Director - Investments
St. Louis, MO, US
Jerry Lakin
Vice President, Analytics Manager
St. Louis, MO, US
Gregg Lippert
Managing Director- Investments
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co