Dennis Klimes
Senior Vice President, Director of Sales and Business Development
Since 2015, Dennis Klimes has been working in Prime Advisors, Inc based 75, 75. Dennis Klimes is a well-qualified Senior Vice President, Director of Sales and Business Development with over 36 years of work experience. According to Dennis's resume and work profile, this person has worked at more than nine places with numerous backgrounds and gained various skills. Dennis attended school at the Western Michigan University from 1979 to 1982. Dennis can be found in Seattle, Washington – where the professional currently lives. You can search for the professional's phone and email. We can also provide you exhaustive contact information upon request.
Name variants:
Denis Klimes,
Den Klimes,
Denny Klimes
Last updated Apr 28, 2024
Contact Information
Last Update
Jul 1, 2022
Email
de**@primeadvisors.com, de**@gmail.com, sw**@bloomberg.net
Location
Seattle, WA
Company
Workplace
Senior Vice President, Director of Sales and Business Development
Redmond, WA
Industry
Investment Management, Investment Advisory Service
Colleagues
Work History
Senior Vice President, Director of Sales and Business Development
22635 northeast Marketplace Dr SUITE 160, Redmond, WA 98053
Prime Advisors, Inc.® is a federally registered investment advisory firm focused on managing investment grade bond portfolios primarily for insurance companies. Founded in 1988, Prime works ...
2015 — 2019
Senior Vice President - Institutional Fixed Income Sales
1585 Broadway, New York, NY 10003
20 year background in institutional fixed income sales and private wealth management. Extensive experience in fixed income management of domestic and non USD portfolios.
1994 — Dec 2014
Investment Executive - Sales
Successful completion and implementation of extensive sales training program to begin a ground up development of an institutional client base. Account coverage consisted primarily of Financi...
Apr 1992 — Dec 1994
Senior Foreign Exchange Trader  Assistant Vice President
Developed infrastructure for foreign exchange trading desk. Implemented risk management controls and budgets for international treasury operations. Provided global capital market analysis to...
Dec 1990 — Jun 1992
International Treasury Officer  Assistant Vice President
Managed proprietary currency trading desk of 3 traders with $50million position risk limit. Supported corporate advisory team to generate over $1.5mm in revenue. Contributor to the global ma...
Oct 1988 — Nov 1990
Funding Manager and Foreign Exchange Trader
Manager of domestic and offshore short duration bank portfolios totaling $500 million. Junior trader on a highly integrated 4 man trading desk generating over $1mm in annual trading profits....
Oct 1984 — Oct 1988
Cash Manager
Treasury operations supervisor responsible for funding 25 domestic and international accounts. Traded Fed Funds to correspondent banks. Reconciled foreign exchange transactions and investiga...
Oct 1982 — Oct 1984
Education
Occupations
Executive
Senior Vice President
Vice President
Chief Executive
Skills
Series 7
Series 63
Series 65
Wealth Management
Retirement Planning
Asset Allocation
401K Rollovers
Mutual Funds
Investment Advisory
Securities
Series 3