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Blake Klein Email & Phone Number
Director of Compliance
at
Blue Ocean Wealth Solutions
1 work email found
@piercecamps.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Director of Compliance
Location
New York City Metropolitan Area, United States
Company size
Who is Blake Klein? Overview
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Quick answer
Blake Klein is listed as Director of Compliance at Blue Ocean Wealth Solutions, a with 105 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at piercecamps.com and a matched LinkedIn profile for Blake Klein.
Blake Klein previously worked as Branch Controls Manager at Equitable Advisors and Assistant Agency Supervisory Officer at Blue Ocean Wealth Solutions. Blake Klein holds Bachelor'S Degree, Business Administration And Management, General from Robert B. Willumstad School Of Business.
Company email context
Email format at Blue Ocean Wealth Solutions
This section adds company-level context without repeating Blake Klein's masked contact details.
{first}@piercecamps.com
86% confidence
AeroLeads found 1 current-domain work email signal for Blake Klein. Compare company email patterns before reaching out.
Profile bio
About Blake Klein
Registered Representative and General Securities Principal with a focus in broker-dealer compliance. Finra Licenses: SIE, Series 7, Series 24 Licensed to sell Life, Accident & Health Insurance in the state of: NY
Current workplace
Blake Klein's current company
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Blue Ocean Wealth Solutions
3 roles
Blake Klein work experience
A career timeline built from the work history available for this profile.
Branch Controls Manager
Assistant Agency Supervisory Officer
As an ASO at Blue Ocean Wealth Solutions, a MassMutual firm I have been tasked with keeping forth with the ever changing broker-dealer regulatory environment. My experiences at Blue Ocean include:- NYS Life and Health, SIE, Series 7, Series 24- Equipped with knowledge of the Securities Acts of ‘33 & ‘34 along with the Investment Advisors Act of ‘40- Conducted personal interviews with all registered representatives which was used to coach the agents on the field compliance procedures- Monitored emails for customer complaints, ethics violations, off channel communications etc- Monitored U4, U5, OBA, PST, and Form BR of the firm- Consistently helped individuals evolve to Reg BI procedures- Dealt with monetary instruments for the firms various variable products - Assisted in the firms Series 7 training class- Helped with the onboarding and off boarding process
Team & coworkers
Colleagues at Blue Ocean Wealth Solutions
Other employees you can reach at blueocean.us.com. View company contacts for 105 employees →
BH
Brent Henig
Colleague at Blue Ocean Wealth SolutionsGreenvale, New York, United States
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JG
Jennie Gee
Colleague at Blue Ocean Wealth SolutionsNew York City Metropolitan Area, United States
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CC
Connor Chao
Colleague at Blue Ocean Wealth SolutionsNew York City Metropolitan Area, United States
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MG
Milton G James Jr
Colleague at Blue Ocean Wealth SolutionsGreenvale, New York, United States
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LS
Linda Sarfati
Colleague at Blue Ocean Wealth SolutionsBellmore, New York, United States
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JB
Jeffrey Berg
Colleague at Blue Ocean Wealth SolutionsGreenvale, New York, United States
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TC
Timothy Cunningham
Colleague at Blue Ocean Wealth SolutionsQueens, New York, United States
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VA
Victor A. Falci, Cltc, Lutcf, Qpfc
Colleague at Blue Ocean Wealth SolutionsGreenvale, New York, United States
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JM
Julia M. Zumbach
Colleague at Blue Ocean Wealth SolutionsValley Stream, New York, United States
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MG
Matthew Guerra
Colleague at Blue Ocean Wealth SolutionsUnited States
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Brent Henig
Colleague at Blue Ocean Wealth SolutionsGreenvale, New York, United States
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JG
Jennie Gee
Colleague at Blue Ocean Wealth SolutionsNew York City Metropolitan Area, United States
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CC
Connor Chao
Colleague at Blue Ocean Wealth SolutionsNew York City Metropolitan Area, United States
View →
MG
Milton G James Jr
Colleague at Blue Ocean Wealth SolutionsGreenvale, New York, United States
View →
LS
Linda Sarfati
Colleague at Blue Ocean Wealth SolutionsBellmore, New York, United States
View →
JB
Jeffrey Berg
Colleague at Blue Ocean Wealth SolutionsGreenvale, New York, United States
View →
TC
Timothy Cunningham
Colleague at Blue Ocean Wealth SolutionsQueens, New York, United States
View →
VA
Victor A. Falci, Cltc, Lutcf, Qpfc
Colleague at Blue Ocean Wealth SolutionsGreenvale, New York, United States
View →
JM
Julia M. Zumbach
Colleague at Blue Ocean Wealth SolutionsValley Stream, New York, United States
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MG
Matthew Guerra
Colleague at Blue Ocean Wealth SolutionsUnited States
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3 education records
Blake Klein education
Bachelor'S Degree, Business Administration And Management, General
Business Administration And Management, General
High School Diploma
FAQ
Frequently asked questions about Blake Klein
Quick answers generated from the profile data available on this page.
What company does Blake Klein work for?
Blake Klein works for Blue Ocean Wealth Solutions.
What is Blake Klein's role at Blue Ocean Wealth Solutions?
Blake Klein is listed as Director of Compliance at Blue Ocean Wealth Solutions.
What is Blake Klein's email address?
AeroLeads has found 1 work email signal at @piercecamps.com for Blake Klein at Blue Ocean Wealth Solutions.
Where is Blake Klein based?
Blake Klein is based in New York City Metropolitan Area, United States while working with Blue Ocean Wealth Solutions.
What companies has Blake Klein worked for?
Blake Klein has worked for Blue Ocean Wealth Solutions and Equitable Advisors.
Who are Blake Klein's colleagues at Blue Ocean Wealth Solutions?
Blake Klein's colleagues at Blue Ocean Wealth Solutions include Brent Henig, Jennie Gee, Connor Chao, Milton G James Jr, and Linda Sarfati.
How can I contact Blake Klein?
You can use AeroLeads to view verified contact signals for Blake Klein at Blue Ocean Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Blake Klein attend?
Blake Klein holds Bachelor'S Degree, Business Administration And Management, General from Robert B. Willumstad School Of Business.
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