Scott Klein Email & Phone Number

Senior Relationship Manager @ Lexington Wealth Management

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Scott Klein Location

Reading, MA, US

Scott Klein Work

2012 - now Senior Relationship Manager @ Lexington Wealth Management
2009 - 2011 Investment Manager @ Wells Fargo Private Bank
2004 - 2009 Portfolio Manager @ Wachovia Wealth Management

2000 - 2004 Engagement Manager @ Tanager Financial Services, Inc.
1998 - 2000 Experienced Staff - Private Client Services @ Arthur Andersen LLP
1996 - 1997 Graduate Assistant @ Bentley University
1980 - 1996 Senior Account Executive - Global Accounts @ at&t
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Scott Klein Education

Bentley College - Elkin B. 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

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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 College - Elkin B. 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.

Scott Klein Emails

Found 2 emails

Scott Klein Phone Numbers

Found 2 phone numbers

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Top Lexington Wealth Management Employees

Mark Carley

Managing Director at Lexington Wealth Management

Waltham, MA, US
2
- lexingtonwealth.com
- gmail.com
3
- +1 781-860-XXXX
- +1 508-435-XXXX
- +1 508-272-XXXX
Scott Klein

Senior Relationship Manager at Lexington Wealth Management

Reading, MA, US
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- lexingtonwealth.com
- gmail.com
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- +1 781-860-XXXX
- +1 781-942-XXXX

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