Allen Klein

Allen Klein Email and Phone Number

Senior Client Services Manager @ Merit Financial Advisors
Delray Beach, FL, US
Allen Klein's Location
Deerfield Beach, Florida, United States, United States
Allen Klein's Contact Details

Allen Klein personal email

n/a
About Allen Klein

Allen Klein is a Senior Client Services Manager at Merit Financial Advisors. He possess expertise in analytics.

Allen Klein's Current Company Details
Merit Financial Advisors

Merit Financial Advisors

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Senior Client Services Manager
Delray Beach, FL, US
Website:
meritfinancialadvisors.com
Employees:
6
Allen Klein Work Experience Details
  • Merit Financial Advisors
    Senior Client Services Manager
    Merit Financial Advisors
    Delray Beach, Fl, Us
    View
  • Merit Financial Advisors
    Senior Client Services Manager
    Merit Financial Advisors Jun 2023 - Present
    Alpharetta, Ga, Us
    Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.For a list of states in which the financial consultants affiliated with Merit are registered to do business, please visit: https://www.meritfinancialadvisors.com
    View
  • Newbridge Securities Corporation
    Financial Advisor
    Newbridge Securities Corporation Feb 2020 - Mar 2023
    Boca Raton, Florida, Us
    View
  • Tradestation
    Technical Service Representative
    Tradestation May 2018 - Dec 2019
    Plantation, Fl, Us
    Train clients on our proprietary trading software, acting as a subject matter expert for our customers■ Act as liaison with other departments to drive resolutions for escalated issues taking ownership of issue reporting and resolution follow-up.■ Gather and document data for Quality Assurance teams regarding client cases, de-bugging, and software rollouts while participating in product testing and QA review.
    View
  • Evl Nutrition
    Data Analyst
    Evl Nutrition Sep 2017 - May 2018
    Coconut Creek, Florida, Us
    Organized and manipulated large amounts of data in a meaningful way by using data analysis to support present needs with data analytic software including, but not limited to Power BI and Tableau.■ Provided data analytics to direct forecasts for sales revenue, growth, and logistics.■ Identify trends at the SKU level through Ad-Hoc analysis, point of sale and data reports while creating and maintaining SKU level demand plans by vendor/ brand SKU.
    View
  • Icl Data
    Internal Auditor
    Icl Data Jul 2013 - Sep 2017
    View

Allen Klein Skills

Analytics

Allen Klein Education Details

  • Florida Atlantic University - College Of Business
    Florida Atlantic University - College Of Business
  • Florida State University
    Florida State University

Frequently Asked Questions about Allen Klein

What company does Allen Klein work for?

Allen Klein works for Merit Financial Advisors

What is Allen Klein's role at the current company?

Allen Klein's current role is Senior Client Services Manager.

What is Allen Klein's email address?

Allen Klein's email address is ak****@****ies.com

What schools did Allen Klein attend?

Allen Klein attended Florida Atlantic University - College Of Business, Florida State University.

What skills is Allen Klein known for?

Allen Klein has skills like Analytics.

Who are Allen Klein's colleagues?

Allen Klein's colleagues are Lazar A, Sunil Sunil G.

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