Will Klein's Location
Birmingham, AL, US
Will Klein's Work
- Chief Investment Officer @ Baldwin Brothers - Wealth Management
- Managing Director, Investments @ Baldwin Brothers - Wealth Management
- Vice President, Portfolio Strategy @ Highland Associates
- Senior Analyst @ Baldwin Brothers - Wealth Management
- Research Analyst @ Baldwin Brothers - Wealth Management
Will Klein's Education
- Bard College
Bachelor’s Degree
2008 - 2012 - Fordham Preparatory School
High School
2004 - 2008
Will Klein's Skills
- Financial Modeling
- Customer Service
- Microsoft Excel
- Strategic Planning
- Wealth Management
- Bloomberg Terminal
- FactSet
- PowerPoint
- Microsoft Office
- Leadership
Will Klein's Summary
Will Klein, based in Birmingham, AL, US, is currently a Chief Investment Officer at Baldwin Brothers - Wealth Management, bringing 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 Financial Modeling, Customer Service, Microsoft Excel, Strategic Planning, Wealth Management and more, Will Klein contributes valuable insights to the industry. Will Klein has 1 email on RocketReach.
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