Senior Director, Investment Services
Current
Aug 2021 - Present
AeroLeads people directory · profile
Daniel Klus Email & Phone Number
Senior Director, Investment Services at NC CLASS / Public Trust Advisors
at
Public Trust Advisors, LLC
1 work email found
@publictrustadvisors.com
1 phone found area 630
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Director, Investment Services at NC CLASS / Public Trust Advisors
Location
Charleston, South Carolina Metropolitan Area, United States
Who is Daniel Klus? Overview
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Quick answer
Daniel Klus is listed as Senior Director, Investment Services at NC CLASS / Public Trust Advisors at Public Trust Advisors, LLC, based in Charleston, South Carolina Metropolitan Area, United States. AeroLeads shows a work email signal at publictrustadvisors.com, phone signal with area code 630, and a matched LinkedIn profile for Daniel Klus.
Daniel Klus previously worked as Senior Director, Investment Services at Public Trust Advisors, Llc and Senior Vice President, Client Solutions at Pma Financial Network, Llc.. Daniel Klus holds Management from Xavier University - Williams College Of Business.
Company email context
Email format at Public Trust Advisors, LLC
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{first}.{last}@publictrustadvisors.com
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AeroLeads found 1 current-domain work email signal for Daniel Klus. Compare company email patterns before reaching out.
Profile bio
About Daniel Klus
Daniel Klus is a Senior Director, Investment Services at NC CLASS / Public Trust Advisors at Public Trust Advisors, LLC. He possess expertise in fixed income, investment management, portfolio management, mutual funds, investment strategies and 34 more skills.
Listed skills include Fixed Income, Investment Management, Portfolio Management, Mutual Funds, and 35 others.
Current workplace
Daniel Klus's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 35 years
Daniel Klus work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Client Solutions
Pma Financial Network, Llc.
Sep 2017 - Mar 2021
Regional Director, Distribution & Sales
Cleararc Capital, Inc.
Responsible for distribution and marketing of ClearArc Capital investment strategies to corporations, foundations & endowments, defined benefit plans, insurance, public entites, and taft-hartley plans.
Dec 2012 - Aug 2017
Vice President, Public Fund Services
Insitutional fixed income investment management for the Public Fund Services group
Nov 2008 - Dec 2012
Director, Business Development
Alphamark Advisors
Jun 2006 - Oct 2008
Director, Business Development
Ftam
Jan 2001 - May 2006
Commercial Lending
1999 - 2001
~2 yrs
Operations Management
1992 - 1994
~2 yrs
2 education records
Daniel Klus education
Management
Xavier University - Williams College Of Business
High School
St. Xavier High School
FAQ
Frequently asked questions about Daniel Klus
Quick answers generated from the profile data available on this page.
What company does Daniel Klus work for?
Daniel Klus works for Public Trust Advisors, LLC.
What is Daniel Klus's role at Public Trust Advisors, LLC?
Daniel Klus is listed as Senior Director, Investment Services at NC CLASS / Public Trust Advisors at Public Trust Advisors, LLC.
What is Daniel Klus's email address?
AeroLeads has found 1 work email signal at @publictrustadvisors.com for Daniel Klus at Public Trust Advisors, LLC.
What is Daniel Klus's phone number?
AeroLeads has found 1 phone signal(s) with area code 630 for Daniel Klus at Public Trust Advisors, LLC.
Where is Daniel Klus based?
Daniel Klus is based in Charleston, South Carolina Metropolitan Area, United States while working with Public Trust Advisors, LLC.
What companies has Daniel Klus worked for?
Daniel Klus has worked for Public Trust Advisors, Llc, Pma Financial Network, Llc., Cleararc Capital, Inc., Rbc Global Asset Management (U.S.) Inc., and Alphamark Advisors.
How can I contact Daniel Klus?
You can use AeroLeads to view verified contact signals for Daniel Klus at Public Trust Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Daniel Klus attend?
Daniel Klus holds Management from Xavier University - Williams College Of Business.
What skills is Daniel Klus known for?
Daniel Klus is listed with skills including Fixed Income, Investment Management, Portfolio Management, Mutual Funds, Investment Strategies, Asset Management, Alternative Investments, and Banking.
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