Bruce L Klein is a qualified professional, who works in Cibc on the position of Managing Director since 2018. This expert has earned professional experience in more than six positions at various companies. Bruce L Klein went to the The University of Chicago Booth School of Business and was studying there from 1984 to 1986. Chicago, Illinois is the city, where this person was lastly known to live. Bruce's phone number and email can be accessed through this website on demand.
Name variants:
Bruce Klein
Last updated Jul 05, 2024
Contact Information
Workplace
Colleagues
Work History
Principal and Investment Advisor and Fixed Income Strategist
Investment Advisor to high net worth and institutional clients across the U.S.
Provide financial planning and asset allocation services catered to each client's goals
Allocate client inve...
Nov 2004 — Aug 2017
Vice President
880 Carillon Pkwy, St Petersburg, FL 33716
Sold fixed income securities to institutional clients
Emphasis on mortgage securities, corporate bonds, U.S. government and municipal debt
Nov 1999 — Nov 2004
Vice President
Founded Chicago branch of Mark Twain Bank (subsequently purchased by Mercantile ).
Transacted in fixed income securities with institutional clients
Corporate bond trader
Sep 1990 — Nov 1999
Education
1978 — 1982
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Fixed Income
Portfolio Management
Asset Management
Asset Allocation
Capital Markets
Equities
Mutual Funds
Securities
Investments
Alternative Investments
Investment Management
Wealth Management
Investment Strategies
Hedge Funds
Series 7
Investment Advisory
Equity Research
Bloomberg
Series 63
Trading
Finance
Financial Analysis
Equity Valuation
Asset Managment
FAQs about Bruce L Klein
What's the main profession of Bruce L Klein?
This professional's job is Managing Director
What jobs is Bruce proficient at at?
The expert is proficient at Executive and Chief Executive Officer jobs.
Where does Bruce L Klein currently live?
Bruce L Klein currently lives in Chicago, Illinois.
What is the professional's email?
The expert's email is br**@cibc.com and bl**@gimllc.com.
How many companies did Bruce L Klein work at?
The professional worked at six jobs.
What education does Bruce L Klein have?
Bruce studied at the University of Chicago Booth School of Business from 1984 to 1986.
Are there any professional industries Bruce L Klein works in?
This person works in Financial Services industry.
Are there any skills, that Bruce L Klein has?
Bruce has such skills as Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Capital Markets, Equities, Mutual Funds, Securities, and Investments.