AeroLeads people directory · profile

Brett Klein Email & Phone Number

Executive Director at J.P. Morgan Private Bank
Location: San Francisco, California, United States 6 work roles 1 school
1 work email found @firstrepublic.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@firstrepublic.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan Private Bank
Role
Executive Director
Location
San Francisco, California, United States
Company size
75129 employees

Who is Brett Klein? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Brett Klein is listed as Executive Director at J.P. Morgan Private Bank, a with 75129 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at firstrepublic.com and a matched LinkedIn profile for Brett Klein.

Brett Klein previously worked as Managing Director (2021–2023), Director (2018–2021) at First Republic Bank and Senior Relationship Manager (2014–2018), Relationship Manager Associate (2012–2014) at First Republic Bank. Brett Klein holds Bachelor Of Science (B.S.), International Business from University Of San Francisco.

Company email context

Email format at J.P. Morgan Private Bank

This section adds company-level context without repeating Brett Klein's masked contact details.

{first_initial}{last}@firstrepublic.com
86% confidence

AeroLeads found 1 current-domain work email signal for Brett Klein. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

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

Listed skills include Credit, Financial Analysis, Loans, Commercial Banking, and 11 others.

Current workplace

Brett Klein's current company

Company context helps verify the profile and gives searchers a useful next step.

J.P. Morgan Private Bank
J.P. Morgan Private Bank
Executive Director
San Francisco, CA, US
Website
jpmorgan.com
Employees
75129
AeroLeads page
Company profile
View company profile Email format
6 roles

Brett Klein work experience

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

Managing Director (2021–2023), Director (2018–2021)

First Republic Bank

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.

Mar 2018 - Jul 2023

Senior Relationship Manager (2014–2018), Relationship Manager Associate (2012–2014)

First Republic Bank

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.

Oct 2012 - Mar 2018

Senior Financial And Credit Analyst (2011–2012), Loan Analyst (2008–2011)

First Republic Bank

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.

Aug 2008 - Oct 2012

Founder And Consultant

Transbay Tech

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.

Sep 2003 - Apr 2012
Team & coworkers

Colleagues at J.P. Morgan Private Bank

Other employees you can reach at jpmorgan.com. View company contacts for 75129 employees →

KP Krista Pasqualino Krista Pasqualino Colleague at J.P. Morgan Private BankNew York City Metropolitan Area, United States View → PB Pooja Bhagat Pooja Bhagat Colleague at J.P. Morgan Private BankMumbai, Maharashtra, India View → BW Beth Wilkerson Beth Wilkerson Colleague at J.P. Morgan Private BankSalt Lake City, Utah, United States View → RP Ramnath Pai Ramnath Pai Colleague at J.P. Morgan Private BankMumbai, Maharashtra, India View → EM Elizabeth Mitchell Elizabeth Mitchell Colleague at J.P. Morgan Private BankSan Francisco Bay Area, United States View → AC Agata Carneiro Agata Carneiro Colleague at J.P. Morgan Private BankBelém, Pará, Brazil View → NG Nicholas Goutzamanis Nicholas Goutzamanis Colleague at J.P. Morgan Private BankSydney, New South Wales, Australia View → MB Michelle Butler Michelle Butler Colleague at J.P. Morgan Private BankLondon, England, United Kingdom View → SO Sam Osborn Sam Osborn Colleague at J.P. Morgan Private BankBurnham-On-Crouch, England, United Kingdom View → BW Brody Ware Brody Ware Colleague at J.P. Morgan Private BankPhiladelphia, Pennsylvania, United States View →
1 education record

Brett Klein education

  • University Of San Francisco
    University Of San Francisco
    International Business
FAQ

Frequently asked questions about Brett Klein

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

What company does Brett Klein work for?

Brett Klein works for J.P. Morgan Private Bank.

What is Brett Klein's role at J.P. Morgan Private Bank?

Brett Klein is listed as Executive Director at J.P. Morgan Private Bank.

What is Brett Klein's email address?

AeroLeads has found 1 work email signal at @firstrepublic.com for Brett Klein at J.P. Morgan Private Bank.

Where is Brett Klein based?

Brett Klein is based in San Francisco, California, United States while working with J.P. Morgan Private Bank.

What companies has Brett Klein worked for?

Brett Klein has worked for J.P. Morgan Private Bank, First Republic Bank, and Transbay Tech.

Who are Brett Klein's colleagues at J.P. Morgan Private Bank?

Brett Klein's colleagues at J.P. Morgan Private Bank include Krista Pasqualino, Pooja Bhagat, Beth Wilkerson, Ramnath Pai, and Elizabeth Mitchell.

How can I contact Brett Klein?

You can use AeroLeads to view verified contact signals for Brett Klein at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.

What schools did Brett Klein attend?

Brett Klein holds Bachelor Of Science (B.S.), International Business from University Of San Francisco.

What skills is Brett Klein known for?

Brett Klein is listed with skills including Credit, Financial Analysis, Loans, Commercial Banking, Underwriting, Banking, Credit Analysis, and Analysis.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.