Robert Kleinman Email & Phone Number
Founder, Fractional CFO and CPA @ RFK CFO Group
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Robert Kleinman Location
- Florida, United States
Robert Kleinman Work
- 2024 -now Founder, Fractional CFO and CPA @
- 2026 -now Fractional Chief Financial Officer @
- 2026 -now Fractional Chief Financial Officer @
- 2025 -now Fractional Chief Financial Officer @
- 2023 -now Fractional CFO and Strategic Advisor @
- 2018 -2023 CEO and CFO and CCO - Asset and Wealth Management @
- 2023 -2025 Chief Operating Officer @
- 2017 -2018 Fractional CFO @
- 2016 -2017 Fractional CFO @
- 2014 -2016 Controller, Asset Management @
- 2008 -2014 Executive Director, Controller and Treasurer @
- 2007 -2008 Senior Vice President and Controller @
- 2006 -2007 Director @
- 2000 -2006 Vice President @
- 1998 -2000 Accounting Manager @
Robert Kleinman Education
- MIT Sloan School of Management
Executive Certificates (Management & Leadership and Strategy & Innovation)
2010-2011 - Muhlenberg College
Bachelor of Arts (B.A.) (Accounting)
- Pace University - Lubin School of Business
Master of Business Administration (MBA) (Finance)
Robert Kleinman Skills
- Asset Management
- Hedge Funds
- Private Equity
- Equities
- Fixed Income
- Capital Markets
- Due Diligence
- Corporate Finance
- Internal Controls
- Investment Banking
- Alternative Investments
- Investments
- Team Leadership
- Program Management
- Valuation
- Financial Modeling
- Financial Analysis
- Change Management
- Expense Management
- Operational Excellence
- Leadership
- SEC Financial Reporting
- Financial Planning
- Regulatory Filings
- Business Development
- Finance
- Strategy
- Corporate Tax
- Strategic Financial Planning
- Microsoft Office
- Financial Reporting
- Strategic Financial
Robert Kleinman Summary
- Robert Kleinman, based in Florida, United States, is currently a Founder, Fractional CFO and CPA at RFK CFO Group. Robert Kleinman brings experience from previous roles at Highmount Capital, Etium Capital, FirstWave Capital and Crescendo Partners. Robert Kleinman holds a 2010 - 2011 Executive Certificates in Management & Leadership and Strategy & Innovation @ MIT Sloan School of Management. With a robust skill set that includes Asset Management, Hedge Funds, Private Equity, Equities, Fixed Income and more. Robert Kleinman has 2 emails and 3 mobile phone numbers on RocketReach.
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Robert Kleinman
Founder, Fractional CFO and CPA
Florida, United States
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