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Becky Klein Email & Phone Number

Retirement and Legacy Consultant at RJK Wealth & Legacy
Location: San Francisco Bay Area, United States, United States 13 work roles 2 schools
1 work email found @cxonexus.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email b****@cxonexus.com
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Current company
RJK Wealth & Legacy
Role
Retirement and Legacy Consultant
Location
San Francisco Bay Area, United States, United States

Who is Becky Klein? Overview

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Quick answer

Becky Klein is listed as Retirement and Legacy Consultant at RJK Wealth & Legacy, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at cxonexus.com and a matched LinkedIn profile for Becky Klein.

Becky Klein previously worked as Retirement & Legacy Consultant at Rjk Wealth & Legacy and VP Technology Operation at Cxo Nexus, Inc.. Becky Klein holds Bachelor’S Degree, Human Environmental Sciences - Apparel Design from California State University, Chico.

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Email format at RJK Wealth & Legacy

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{first_initial}{last}@cxonexus.com
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Profile bio

About Becky Klein

For the balance of my career, I delivered secure software, mobile apps, and AI/ML SaaS solutions for leaders in finance and big data. I’ve always been passionate about the cultivation of customer-centric products, and have always led with a personal touch to create fit-for-purpose solutions. These qualities have served me well. They're also qualities that I can take anywhere.That being said, I made a decision to move away from product and project management in the finance industry to a field that has an immediate, significant, and life-changing impact on people's lives; guiding people on the path to financial freedom.We all have a need for financial security, for ourselves and our loved ones. If you're like most people, unfortunately, access to the information and resources to get to a place where we're not worrying about how we're going to support ourselves in our later years is not easily accessible, whether it's the cost of a financial advisor or the complexity of the system that discourages action. We're left to trust the system, a system built to benefit those with plenty of resources, not the regular people like me.In my case, I was resigned to the fact that I would have to work well past retirement age and was planning to rely on my daughter for my long term care (hoping that I had raised her right...). More importantly to me, however, has always been to ensure that my disabled son has the support needed to keep him safe and secure after I'm gone. This is my "why". This is why I've changed paths. I want to secure a legacy for him (and my daughter), and help others who are in a similar place to do the same.

Listed skills include Project Management, Sdlc, Management, Program Management, and 45 others.

Current workplace

Becky Klein's current company

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RJK Wealth & Legacy
Rjk Wealth & Legacy
Retirement and Legacy Consultant
California, United States
13 roles

Becky Klein work experience

A career timeline built from the work history available for this profile.

Retirement And Legacy Consultant

Rjk Wealth & Legacy

California, United States

Retirement & Legacy Consultant

Current
Rjk Wealth & Legacy
Jun 2023 - Present

Vp Technology Operation

New York, NY, US

  • Drove the development of customer-facing AI/ML SaaS applications built on the AWS cloud, leading engineers and data scientists to provide normalized, cleaned, and categorized vendor spend data to Fortune 500 customers.
  • Led customer implementations, requiring direct interaction to ensure that data quality and formatting would enable smooth integration.
  • Provided customer support, administering authentication and user permissions to ensure as-needed access.
  • Transformed and effected an agile software development process reducing the product development cycle from six to three weeks. Led daily scrum, backlog refinement, sprint planning, retrospectives, and other agile.
  • Designed and implemented a product operations workflow for efficient and scalable AI/ML data curation processing for prospective, new, and existing customers, decreasing delivery time of monthly subscriptions from one.
  • Authored and executed operational, software development, customer and employee onboarding, information security, vendor management, InfoSec, and corporate policies and procedures, critical to maintaining compliance.
May 2019 - Jun 2023

Senior Project Manager

New York, NY, US

May 2019 - Oct 2019

Senior Technical Project Manager

Concord, California, US

  • Consulted executive leadership, product owners, technical experts, and vendors to evaluate feasibility, practicality, and alternatives for a mobile application upgrade.
  • Facilitated decision to expand features with existing vendor rather than purchasing an all-new solution, saving $500K in implementation and conversion costs.
May 2018 - Dec 2018

Deputy Program Manager

Sagitec Solutions
  • Managed development and deployment of a comprehensive statewide pension management system for the University of California, serving over 300,000 clients.
  • Engaged with third-party vendors to explore technical solutions for customer service applications.
  • Led domestic and off-shore development and QA teams to implement a flexible and scalable web-based solution, and a client mobile app.
  • Tracked progress to very tight timelines and fixed budgets, and supported release planning and product deployment.
Oct 2017 - Mar 2018

Senior Technical Project Manager

San Francisco, CA, US

  • Headed development, integration, implementation, resources, and budgets for customized iOS, Android, and web banking solutions to world leaders in financial services, creating an efficient, supportive, and.
  • Built positive relationships with domestic and international customers.
  • Managed (sometimes challenging) relationships with third-party data providers.
  • Authored statements of work, comprehensive estimates, and participated in contract negotiations.
Mar 2017 - Oct 2017

Technical Project Manager - Consultant

San Francisco, CA, US

Delivering mobile banking solutions to world leaders in financial services.Client focused project management, analysis, communications, change control, and release management.

Nov 2016 - Mar 2017

Business Initiatives Consultant At Granite Solutions Groupe

San Francisco, California, US

  • Ensured successful intake, resource planning, and initiation of project work.
  • Guided project sponsors and product managers to efficiently move ideas and concepts for multi-$M web and mobile apps.
  • Coordinated prioritization of partner funded projects with the Portfolio Strategy team and PMO.
Jun 2016 - Oct 2016

Pmp Certified Technical Project Manager

Westlake, Texas, US

  • Executed concurrent large, medium, and small IBM infrastructure projects in a complex matrixed environment, partnering with diverse and distributed technical and business enterprises to ensure on-time, within-budget.
  • Led a team of architects, analysts, and developers to standardize enriched multi-$B of highly regulated security data, merging data from disparate systems to one system of record.
  • Drove development of new and enhanced financial statements, and tax documents, migrating format processing from legacy software to enhanced document rendering application. Delivered on time and within budget.
  • Enabled the acquisition of a $6B client by augmenting asset and trade data with cost basis and amortization/accretion data. Delivered on time and within a $1.2M budget.
  • Migrated retirement planning statement production from external vendor to in-house processing.
Jul 2005 - Sep 2015

Senior Business Systems Analyst

Westlake, Texas, US

Primary liaison between multiple business enterprises and technology, managing development of business and technical use cases and supplementary requirements specifications for client financial reports.

Feb 2000 - Aug 2010

Testing Manager

Charles Schwab & Co., Inc
  • Managed testing of multi-million dollar product development and enhancement efforts.
  • Led team of analysts and developers in system end-to-end testing activities.
  • Wrote and executed detailed test plans and test cases.
  • Supported offshore testing resources.
Feb 2000 - Aug 2007

Business Systems Analyst

Pacific Bell Directory
  • Supported development, implementation, and maintenance of Oracle RDBMS Customer Service billing and collections system.
  • Documented business requirements, managed change control, and facilitated communication between the business and technology.
  • Managed development, readability, and accuracy of user training and support materials.
  • Managed implementation and support of Aspect 200R Virtual Call Center.
  • Installed and maintained Call Center Report Server software.
  • Planned and implemented testing for software releases, facilitating communication between SQA, UAT, vendors, and technical support teams.
Aug 1995 - Jan 2000
2 education records

Becky Klein education

Bachelor’S Degree, Human Environmental Sciences - Apparel Design

California State University, Chico

Education record

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FAQ

Frequently asked questions about Becky Klein

Quick answers generated from the profile data available on this page.

What company does Becky Klein work for?

Becky Klein works for RJK Wealth & Legacy.

What is Becky Klein's role at RJK Wealth & Legacy?

Becky Klein is listed as Retirement and Legacy Consultant at RJK Wealth & Legacy.

What is Becky Klein's email address?

AeroLeads has found 1 work email signal at @cxonexus.com for Becky Klein at RJK Wealth & Legacy.

Where is Becky Klein based?

Becky Klein is based in San Francisco Bay Area, United States, United States while working with RJK Wealth & Legacy.

What companies has Becky Klein worked for?

Becky Klein has worked for Rjk Wealth & Legacy, Cxo Nexus, Inc., Chevron Federal Credit Union, Sagitec Solutions, and Monitise Americas Is Fiserv.

How can I contact Becky Klein?

You can use AeroLeads to view verified contact signals for Becky Klein at RJK Wealth & Legacy, including work email, phone, and LinkedIn data when available.

What schools did Becky Klein attend?

Becky Klein holds Bachelor’S Degree, Human Environmental Sciences - Apparel Design from California State University, Chico.

What skills is Becky Klein known for?

Becky Klein is listed with skills including Project Management, Sdlc, Management, Program Management, Pmp, Software Project Management, Leadership, and Software Development Life Cycle.

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