Todd Klein Email & Phone Number
Relationship Manager @ Pentegra Retirement Services
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Todd Klein Location
- Littleton, CO, US
Todd Klein Work
- Relationship Manager @ (May 2024 - Present)
- Implementation Manager @ (November 2018 - May 2024)
- Sr. Client Service Manager @ (February 2018 - November 2018)
- Manager of Client Services, Institutional Relationships @ (January 2012 - January 2016)
- Senior Client Services Manager @ (January 2008 - January 2012)
- Senior Individual Consultant @ (January 2000 - January 2008)
- Individual Consultant @ (January 1997 - January 2000)
Todd Klein Education
- Creighton University's Heider College of Business
BSBA, Finance (Finance and Financial Management Services)
1989-1993
Todd Klein Skills
- Management
- Financial Services
- Leadership
- Business Analysis
- Customer Service
- Project Management
- Process Improvement
- Strategy
- Team Leadership
- Securities
- Financial Planning
- Asset Allocation
- Suitability Analysis
- Financial Risk
- Investment Management
- Hold Series 7
- Hold Series 6
- Hold Series 26
- Hold Series 63
- Stocks
- Bonds
- Variable Annuities
- Employee Benefits
- Life Insurance
- Customer Satisfaction
- Time Management
- Vendor Management
- Business Process Improvement
- Customer Experience
- Retirement Planning
- Financial Advisory
- Insurance
- Finance
- Wealth Management
- Team Building
- Client Services
- Business Relationship Management
- Investments
- Business Process
- Fundraising
- Public Speaking
- Sales
- Microsoft Office
Todd Klein Summary
- Todd Klein, based in Littleton, CO, US, is currently a Relationship Manager at Pentegra Retirement Services. Todd Klein brings experience from previous roles at TIAA and Empower Retirement. Todd Klein holds a 1989 - 1993 BSBA, Finance in Finance and Financial Management Services @ Creighton University's Heider College of Business. With a robust skill set that includes Management, Financial Services, Leadership, Business Analysis, Customer Service and more. Todd Klein has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Pentegra Retirement Services Employees
Michael Gleason
VP, Internal Audit, CPA, CGMA
New York, NY, US
Michael Randazzo
Vice President and Senior Investment Strategist
Shelton, CT, US
Richard Rausser
Senior Vice President
Venice, FL, US
Kevin Finnegan
Senior Vice President and General Counsel
Newtown, CT, US
Pete Sprague
Vice President, Chief Technology Officer
New York, NY, US
Jeremy Lawson
Vice President, Head of IT Infrastructure
United States
Matthew Mintzer
Executive Vice President
New York, NY, US
Bruce Harrington
Vice President, Strategic Development
Boston, MA, US
Charles Sorrentino
SVP CFO
United States
M. Whitney
Vice President, Head of Client Relations
Essex, CT, US
Colleen Zanicchi
Senior Vice President, Human Resources
New York, NY, US
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