Brett Klein

Brett Klein Email and Phone Number

Executive Director @ J.P. Morgan Private Bank
San Francisco, CA, US
Brett Klein's Location
San Francisco, California, United States, United States
Brett Klein's Contact Details

Brett Klein personal email

About Brett Klein

Award-winning, top-performing financial sales Managing Director with 10+ years excelling as a leader of multi-state high performing teams and as an individual producer. Trusted financial thought partner dedicated to building lasting client relationships while increasing the bottom line, growing market share, and expanding the client base. Lifetime Bay Area resident with deep network of business and social relationships.• Exceeds sales (loans and deposits) expectations YOY• Serves as a financial thought partner with clients• Builds trusted beneficial internal stakeholder and executive relationships• Oversees due diligence that ensures profitability

Brett Klein's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

View
Executive Director
San Francisco, CA, US
Website:
jpmorgan.com
Employees:
75129
Brett Klein Work Experience Details
  • J.P. Morgan Private Bank
    Executive Director
    J.P. Morgan Private Bank
    San Francisco, Ca, Us
    View
  • J.P. Morgan Private Bank
    Executive Director
    J.P. Morgan Private Bank Jul 2023 - Present
    View
  • First Republic Bank
    Managing Director (2021–2023), Director (2018–2021)
    First Republic Bank Mar 2018 - Jul 2023
    San Francisco, Ca, Us
    Oversee credit and lending for Northern California, Portland, OR, and Bellevue, WA (2021). Develop strategy and manage lending sales cycle (new and upsell), including new and existing client relationships (business and individual). Team ranked yearly in top three in Bank. Earned 2018 Relationship Manager of the Year Award and 2022 Top Performer’s Circle Award.
    View
  • First Republic Bank
    Senior Relationship Manager (2014–2018), Relationship Manager Associate (2012–2014)
    First Republic Bank Oct 2012 - Mar 2018
    San Francisco, Ca, Us
    Supported top-performing Northern California sales team with business and consumer clients, up- and cross-selling additional products and growing client relationships. In 2014 promoted into a more client-focused role while also acting as Team Lead for Relationship Manager Associates. Oversaw region’s new business lending pipeline, guiding deals through loan process. A top three sales producer in national group most years. Awarded Relationship Manager of the Year in 2017.
    View
  • First Republic Bank
    Senior Financial And Credit Analyst (2011–2012), Loan Analyst (2008–2011)
    First Republic Bank Aug 2008 - Oct 2012
    San Francisco, Ca, Us
    Hired as credit analyst. In 2011 promoted to underwrite facilities for small to mid-size businesses and high net worth individuals within high growth department. Analyzed market trends and data. Compiled findings that sales and analyst teams used as guidelines when analyzing credit requests and feasibility. Performed portfolio analysis and became group’s market expert, especially valuable during fluctuating economic cycles.
    View
  • Transbay Tech
    Founder And Consultant
    Transbay Tech Sep 2003 - Apr 2012
    Built technology consulting company when 13 years old and grew operations while in college full time. Cultivated substantial Bay Area client base of 350 professional services firms, non-profits, and private households to manage ongoing hardware and software needs.

Brett Klein Skills

Credit Financial Analysis Loans Commercial Banking Underwriting Banking Credit Analysis Analysis Private Banking Microsoft Excel Loan Origination Due Diligence Meet Deadlines Project Coordination Cash Flow

Brett Klein Education Details

  • University Of San Francisco
    University Of San Francisco
    International Business

Frequently Asked Questions about Brett Klein

What company does Brett Klein work for?

Brett Klein works for J.p. Morgan Private Bank

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

Brett Klein's current role is Executive Director.

What is Brett Klein's email address?

Brett Klein's email address is br****@****ech.com

What schools did Brett Klein attend?

Brett Klein attended University Of San Francisco.

What skills is Brett Klein known for?

Brett Klein has skills like Credit, Financial Analysis, Loans, Commercial Banking, Underwriting, Banking, Credit Analysis, Analysis, Private Banking, Microsoft Excel, Loan Origination, Due Diligence.

Who are Brett Klein's colleagues?

Brett Klein's colleagues are Gene Mccusker, João Carlos Palanca, Benjamin Oldham, Ashwarya Gupta, Derik Lavers, Ron Nelson, Howard Rothberg.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.