Will Klein Email & Phone Number
Chief Investment Officer @ Baldwin Wealth Partners
5 free lookup(s).
Will Klein Location
- Birmingham, AL, US
Will Klein Work
- 2024 - now Chief Investment Officer @
- 2022 - 2024 Managing Director, Investments @
- 2020 - 2022 Vice President, Portfolio Strategy @
- 2015 - 2020 Senior Analyst @
- 2013 - 2015 Research Analyst @
Will Klein Education
- Bard College
Bachelor’s Degree
2008 - 2012 - Fordham Preparatory School
High School
2004 - 2008
Will Klein Skills
- Microsoft Office
- Equity Research
- Microsoft Excel
- Financial Modeling
- Bloomberg Terminal
- FactSet
- Customer Service
- Strategic Planning
- Wealth Management
- PowerPoint
- Leadership
- Portfolio Management
Will Klein Summary
- Will Klein, based in Birmingham, AL, US, is currently a Chief Investment Officer at Baldwin Brothers - Wealth Management. Will Klein brings experience from previous roles at Baldwin Brothers - Wealth Management and Highland Associates; Birmingham, AL. Will Klein holds a 2008 - 2012 Bachelor’s Degree @ Bard College. With a robust skill set that includes Microsoft Office, Equity Research, Microsoft Excel, Financial Modeling, Bloomberg Terminal and more. Will Klein has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Baldwin Wealth Partners Employees
Taylor Baldwin
COO
Marion, MA, US
Ellen Stone
Partner
Marion, MA, US
Will Klein
Chief Investment Officer
Birmingham, AL, US
Bob Belmore
Accounts and Billing Coordinator
Lakeville, MA, US
Kimberly Swift
Service Advisor
Boston, MA, US
Craig Dumas
Managing Director, Client Advisor
United States
Suzanne Blom
Senior Client Service Associate
Middleborough, MA, US
Eric Strand
President, Managing Partner
Marion, MA, US
Kimberly Tirrell
Advisor and Managing Director
Boston, MA, US
Zach Shirilla
Investment Analyst
Washington, DC, US
John Prys
Managing Director, Lead Advisor
St. Louis, MO, US
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