We found the following information about Will Klein at Highland Associates; Birmingham, Al, where this expert has worked as a Vice President, Portfolio Strategy since 2020. Will's total work experience is over two years, during which time Will had at least three jobs at different companies to develop professional skills. Will studied at the Bard College from 2008 to 2012. Will Klein received the following certifications: Passed Cfa Level Iii, Cfa, and Cfa Institute. Will currently is located in Larchmont, New York. You can contact with Will by looking for phone or email or find exhaustive info by requesting access to Will Klein's further details from us.
Name variants:
Wilbert Klein,
Wilbur Klein,
Wiley Klein,
Wilfred Klein,
Willard Klein,
William Klein,
Willis Klein,
Wilson Klein
Contact Information
Last Update
Jul 9, 2022
Email
wk**@baldwinbrothersinc.com
Location
Larchmont, NY
Workplace
Vice President, Portfolio Strategy
Industry
Investment Management
Colleagues
Work History
Vice President, Portfolio Strategy
2545 Highland Ave south, Birmingham, AL 35205
from Jan 2020
Senior Analyst at Baldwin Brothers - Wealth Management
204 Spring St, Marion, MA 02738
We at Baldwin Brothers believe integrity, diligence and independent thinking are at the core of a principled and sustainable wealth management relationship. We are an independent wealth mana...
from Aug 1, 2015
Research Analyst
204 Spring St, Marion, MA 02738
Apr 2013 — Aug 2015
Education
2008 — 2012
2004 — 2008
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Senior Analyst
Chief Executive
Accounting Bookkeeper
Bookkeeper
Analyst
Analysts
Skills
Microsoft Office
Equity Research
Microsoft Excel
Financial Modeling
Bloomberg Terminal
Factset
FAQs about Will Klein
What's the main profession of Will Klein?
This professional's job is Vice President, Portfolio Strategy
What jobs is Will a professional at?
Will Klein is proficient at Executive and Vice President jobs.
Where does Will Klein currently live?
Will Klein currently lives in Larchmont, New York.
What is Will's email?
Will's email is wk**@baldwinbrothersinc.com.
How many companies did Will Klein work at?
Will Klein worked at three jobs.
Where has Will Klein studied?
Will studied at the Bard College from 2008 to 2012.
What are the certifications of Will Klein?
Will received the following certifications: Passed Cfa Level Iii, Cfa, and Cfa Institute.
Are there any professional industries Will Klein works in?
Will works in Financial Services industry.