Peter J. Klein's Email & Phone Number
Chief Investment Officer & Founder, ALINE WEALTH | CFA®, CRPS®, CAP®, CSRIC® | Philanthropic Legacy Builder | Client-Focused Advisor
Peter J. Klein Email Addresses
Peter J. Klein Phone Numbers
Peter J. Klein's Work Experience
Klein Wealth Management
Managing Director, Partner
November 2013 to Present
ALINE WEALTH
Chief Investment Officer | Founder
February 2020 to Present
UBS Financial Services, Inc.
Senior Vice President - Wealth Management
August 1994 to November 2013
Lehman Brothers
Senior VP
June 1991 to August 1994
ALINE WEALTH
Chief Investment Officer Founder
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Peter J. Klein's Education
City University of New York-Baruch College - Zicklin School of Business
January 1991 to January 1995
Stony Brook University
January 1983 to January 1987
Yale University - Yale School of Management
January 2014 to January 2014
The CFA Institute
Harvard Business School
January 2019 to January 2019
Columbia University in the City of New York
January 2011 to January 2011
The Bronx HS of Science
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Frequently Asked Questions about Peter J. Klein
What is Peter J Klein email address?
Email Peter J Klein at [email protected], [email protected] and [email protected]. This email is the most updated Peter J Klein's email found in 2024.
What is Peter J Klein phone number?
Peter J Klein phone number is 631.760.7650.
How to contact Peter J Klein?
To contact Peter J Klein send an email to [email protected], [email protected] or [email protected]. If you want to call Peter J Klein try calling on 631.760.7650.
What company does Peter J. Klein work for?
Peter J. Klein works for ALINE WEALTH
What is Peter J. Klein's role at ALINE WEALTH?
Peter J. Klein is Chief Investment Officer Founder
What industry does Peter J. Klein work in?
Peter J. Klein works in the Financial Services industry.
Peter J. Klein Email Addresses
Peter J. Klein Phone Numbers
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Peter J. Klein's Ranking
Ranked #426 out of 8,512 for Chief Investment Officer Founder in New York
Peter J. Klein's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Peter J. Klein's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 72% chance that Peter J. Klein is seeking for new opportunities
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Peter J. Klein's Social Media Links
/in/peterjkleincfa