David Kleiner Email and Phone Number

I had my Series 7, 63, and Level 1 CEP in the financial industry, however since transitioning to Product Analyst and not actively trading investments, I let my Series 7 lapse. I have retained my Series 63 and Level 1 CEP. I've also aquired my Registered Product Owner Certification. I now focus on internal and customer facing processes and products. I enhance current experiences and products on the website, app, and internal systems used, as well as help create new ones. I excel in dealing with other internal business groups and coworkers, clients, customers, vendors, anyone that a company would do business with. I'm a professional that can build relationships and keep them running well. I am also great on a team working on projects.I'm well rounded in the business environment as I have been studying it for almost 10 years now, and always look for ways to better something, whether it be a product, process, team, or myself.I love making new professional acquaintances. Reach out if you want to talk business, music, or sports.