Jonathan Klein

FAQ About Jonathan Klein

• What is Jonathan Klein's address?

  Jonathan Klein is located at
  Huntington, New York, United States

• What is Jonathan Klein's job title?

  Jonathan Klein is a
  As a senior finance professional with 28+ years of experience, I am seeking new opportunities to leverage my skills and expertise to drive growth and innovation in financial services. About Me: I have a proven successful track record in both operating and sales roles, managing and overseeing complex lines of business and teams in large banks, as well as engaging in fund-raising activities to grow assets and increase understanding of the benefits of such investments and diversification strategies. My experience includes managing teams of sales, investor relations, and client service personnel across a broad range of investment products, working with both financial advisors and end clients such as retail, high-net-worth and institutional investors. I have experience distributing products across various channels and clients including Wirehouses, RIAs, Family Offices and Institutions. Professional Experience: Grayscale Investments (2021-2023): Senior leader of team managing the creation, marketing, distribution and sales of the Grayscale digital asset suite of investments. Created and implemented a strategic plan to build a new sales organization for the firm that is responsible for all distribution capabilities to all types of clients including Wirehouses, TAMPs, RIAs, Bank Trusts, Family Offices, institutional and individual investors. Stifel Financial (2016-2021): Senior manager of team responsible for origination, distribution, management and growth of the firm’s Alternative Investments platform. Created field sales specialist team to focus on regional branch office coverage to both educate Financial Advisors as well as help with the distribution of Alternative Investments and other high-net-worth capabilities to clients. Barclays Capital, Inc. (2010-2015): Head of the Barclays Wealth Americas advisory product platform. Responsible for marketing and distribution to financial advisors and clients of the firm entire product platform with an emphasis on portfolios that tracked the firm’s asset allocation methodology and strategic/tactical weightings over time. Morgan Stanley & Co., Inc. (2006-2010): Product owner of Wealth Management Services business responsible for all aspects of the program including oversight of existing client portfolios, marketing to prospects, organizing content delivery and training of Investments Representatives. I am eager to bring my expertise to a new opportunity in financial services. Please reach out to me if you would like to discuss how my experience and skills can benefit your organization. Prudential Financial

• What industry does Jonathan Klein currently work in?

  Jonathan Klein currently works in the
  Prudential Financial

• What is Jonathan Klein's area of expertise?

  Jonathan Klein specializes in
  As a senior finance professional with 28+ years of experience, I am seeking new opportunities to leverage my skills and expertise to drive growth and innovation in financial services. About Me: I have a proven successful track record in both operating and sales roles, managing and overseeing complex lines of business and teams in large banks, as well as engaging in fund-raising activities to grow assets and increase understanding of the benefits of such investments and diversification strategies. My experience includes managing teams of sales, investor relations, and client service personnel across a broad range of investment products, working with both financial advisors and end clients such as retail, high-net-worth and institutional investors. I have experience distributing products across various channels and clients including Wirehouses, RIAs, Family Offices and Institutions. Professional Experience: Grayscale Investments (2021-2023): Senior leader of team managing the creation, marketing, distribution and sales of the Grayscale digital asset suite of investments. Created and implemented a strategic plan to build a new sales organization for the firm that is responsible for all distribution capabilities to all types of clients including Wirehouses, TAMPs, RIAs, Bank Trusts, Family Offices, institutional and individual investors. Stifel Financial (2016-2021): Senior manager of team responsible for origination, distribution, management and growth of the firm’s Alternative Investments platform. Created field sales specialist team to focus on regional branch office coverage to both educate Financial Advisors as well as help with the distribution of Alternative Investments and other high-net-worth capabilities to clients. Barclays Capital, Inc. (2010-2015): Head of the Barclays Wealth Americas advisory product platform. Responsible for marketing and distribution to financial advisors and clients of the firm entire product platform with an emphasis on portfolios that tracked the firm’s asset allocation methodology and strategic/tactical weightings over time. Morgan Stanley & Co., Inc. (2006-2010): Product owner of Wealth Management Services business responsible for all aspects of the program including oversight of existing client portfolios, marketing to prospects, organizing content delivery and training of Investments Representatives. I am eager to bring my expertise to a new opportunity in financial services. Please reach out to me if you would like to discuss how my experience and skills can benefit your organization.

• Which languages does Jonathan Klein speak? 

  Jonathan Klein speaks the following languages:
  No languages available.

• Which industries has Jonathan Klein previously worked in?   

  Jonathan Klein has prior experience in the following industries:
  Northwestern Mutual , Grayscale Investments , Stifel Financial , Stifel Financial , Barclays Wealth And Investment Management , Morgan Stanley

• What is Jonathan Klein’s work experience?  

  Jonathan Klein has the following professional experience:
  Prudential Financial , Northwestern Mutual , Grayscale Investments , Stifel Financial , Stifel Financial , Barclays Wealth And Investment Management , Morgan Stanley .

• How can I find Jonathan Klein on LinkedIn?  

  You can view Jonathan Klein’s
  LinkedIn profile at LinkedIn URL.

• What are Jonathan Klein’s work email addresses?  

  Jonathan Klein’s work email addresses are
  [email protected] .

• What company does Jonathan Klein work for?  

  Jonathan Klein works at
  Prudential Financial