Scott Klein Email & Phone Number
Senior Relationship Manager @ Lexington Wealth Management
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Scott Klein Location
- Reading, MA, US
Scott Klein Work
- Senior Relationship Manager @ (January 2012 - Present)
- Investment Manager @ Wells Fargo Private Bank (November 2009 - December 2011)
- Portfolio Manager @ Wachovia Wealth Management (January 2004 - November 2009)
- Engagement Manager @ Tanager Financial Services, Inc. (January 2000 - January 2004)
- Experienced Staff - Private Client Services @ Arthur Andersen LLP (January 1998 - January 2000)
- Graduate Assistant @ (January 1996 - January 1997)
- Senior Account Executive - Global Accounts @ (January 1980 - January 1996)
Scott Klein Education
- Bentley University - McCallum Graduate School of Business
M.S. (Personal Financial Planning)
1999-2002 - Bentley College - Elkin B. McCallum Graduate School of Business
M.S. (Accountancy)
1995-1998 - Kansas State University
B.S. (Business Administration)
1976-1980
Scott Klein Skills
- Investment Management
- Account Management
- Asset Managment
- Estate Planning
- Investments
- Financial Advisory
- Strategic Financial
- Project Management
- Asset Allocation
- Risk Management
- Accounting
- Management
- Retirement Planning
- Wealth Management
- Alternative Investments
- Financial Analysis
- Portfolio Management
- Strategic Financial Planning
- Research
- Asset Management
- Financial Planning
- Customer Service
- Marketing
- Finance
- Investment Advisory
Scott Klein Summary
- Scott Klein, based in Reading, MA, US, is currently a Senior Relationship Manager at Lexington Wealth Management. Scott Klein brings experience from previous roles at Wells Fargo Private Bank, Wachovia Wealth Management, Tanager Financial Services, Inc. and Arthur Andersen LLP. Scott Klein holds a 1999 - 2002 M.S. in Personal Financial Planning @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Investment Management, Account Management, Asset Managment, Estate Planning, Investments and more. Scott Klein has 2 emails on RocketReach.
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Top Lexington Wealth Management Employees
Mark Carley
Managing Director
Waltham, MA, US
Scott Klein
Senior Relationship Manager
Reading, MA, US
Arthur Randall
Managing Director
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Bruce Thompson
Managing Director
Bedford, MA, US
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