Daniel Klus

Daniel Klus Email and Phone Number

Senior Director, Investment Services at NC CLASS / Public Trust Advisors @ Public Trust Advisors, LLC
Daniel Klus's Location
Charleston, South Carolina Metropolitan Area, United States, United States
Daniel Klus's Contact Details

Daniel Klus personal email

Daniel Klus phone numbers

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.

Daniel Klus's Current Company Details
Public Trust Advisors, LLC

Public Trust Advisors, Llc

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Senior Director, Investment Services at NC CLASS / Public Trust Advisors
Daniel Klus Work Experience Details
  • Public Trust Advisors, Llc
    Senior Director, Investment Services
    Public Trust Advisors, Llc Aug 2021 - Present
    Denver, Colorado, Us
    View
  • Pma Financial Network, Llc.
    Senior Vice President, Client Solutions
    Pma Financial Network, Llc. Sep 2017 - Mar 2021
  • Cleararc Capital, Inc.
    Regional Director, Distribution & Sales
    Cleararc Capital, Inc. Dec 2012 - Aug 2017
    Responsible for distribution and marketing of ClearArc Capital investment strategies to corporations, foundations & endowments, defined benefit plans, insurance, public entites, and taft-hartley plans.
  • Rbc Global Asset Management (U.S.) Inc.
    Vice President, Public Fund Services
    Rbc Global Asset Management (U.S.) Inc. Nov 2008 - Dec 2012
    Toronto, On, Ca
    Insitutional fixed income investment management for the Public Fund Services group
    View
  • Alphamark Advisors
    Director, Business Development
    Alphamark Advisors Jun 2006 - Oct 2008
  • Ftam
    Director, Business Development
    Ftam Jan 2001 - May 2006
  • Fifth Third Bank
    Commercial Lending
    Fifth Third Bank 1999 - 2001
    Cincinnati, Ohio, Us
    View
  • Fifth Third Bank
    Operations Management
    Fifth Third Bank 1992 - 1994
    Cincinnati, Ohio, Us
    View

Daniel Klus Skills

Fixed Income Investment Management Portfolio Management Mutual Funds Investment Strategies Asset Management Alternative Investments Banking Investments New Business Development Investment Advisory Financial Services Securities Risk Management Financial Analysis Strategic Planning Institutional Investments Bonds Due Diligence Capital Markets Finance Commercial Lending Retirement Planning Hedge Funds Relationship Management Endowments Asset Managment Financial Advisory Separately Managed Accounts Project Management Defined Benefit Trading Equity Research Investment Banking Cash Management Derivatives Financial Markets Equity Trading Institutional

Daniel Klus Education Details

  • Xavier University - Williams College Of Business
    Xavier University - Williams College Of Business
    Management
  • St. Xavier High School
    St. Xavier High School
    N/A

Frequently Asked Questions about Daniel Klus

What company does Daniel Klus work for?

Daniel Klus works for Public Trust Advisors, Llc

What is Daniel Klus's role at the current company?

Daniel Klus's current role is Senior Director, Investment Services at NC CLASS / Public Trust Advisors.

What is Daniel Klus's email address?

Daniel Klus's email address is dk****@****ork.com

What is Daniel Klus's direct phone number?

Daniel Klus's direct phone number is (630) 657*****

What schools did Daniel Klus attend?

Daniel Klus attended Xavier University - Williams College Of Business, St. Xavier High School.

What skills is Daniel Klus known for?

Daniel Klus has skills like Fixed Income, Investment Management, Portfolio Management, Mutual Funds, Investment Strategies, Asset Management, Alternative Investments, Banking, Investments, New Business Development, Investment Advisory, Financial Services.

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