Todd Klein Email & Phone Number
Relationship Manager @ Pentegra Retirement Services
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Todd Klein Location
- Littleton, CO, US
Todd Klein Work
- 2024 - now Relationship Manager @
- 2018 - 2024 Implementation Manager @
- 2018 - 2018 Sr. Client Service Manager @
- 2012 - 2016 Manager of Client Services, Institutional Relationships @
- 2008 - 2012 Senior Client Services Manager @
- 2000 - 2008 Senior Individual Consultant @
- 1997 - 2000 Individual Consultant @
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 2 mobile phone numbers on RocketReach.
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Top Pentegra Retirement Services Employees
Lance Kesterson
VP - Head of Pricing and In Force Management
Dublin, OH, US
Michael Gleason
VP, Internal Audit, CPA, CGMA
New York, NY, US
Scott Stone
President
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
Nancy Cassens
Regional Vice President
Columbus, OH, US
Rich Brolly
Vice President, Head of Application Development
Verona, NJ, US
Charles Sorrentino
SVP CFO
United States
M. Whitney
Vice President, Head of Client Relations
Essex, CT, US
Maria Siegel
Vice President, Marketing and Communications
New York, NY, US
Vishi Jones
VP, Head of Fiduciary and Compliance Management
New York, NY, US
Lars Ernst
Vice President - Regulatory Compliance
New York, NY, US
Colleen Zanicchi
Senior Vice President, Human Resources
New York, NY, US
Eric Wietsma
President and CEO
Shelton, CT, US
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