With over seven years of experience in the hedge fund industry, I have a deep understanding of the financial markets. My expertise has helped me to become a valuable partner in Klyman Financial, a financial services firm that my son established and I subsequently joined. We are dedicated to helping our clients reach their financial goals by providing comprehensive guidance and advice. At Klyman Financial, we strive to build strong relationships with our clients, offering services that help them make informed decisions about their finances. Our services include tax-efficient retirement planning, financial strategies, insurance, and working with business CPAs. We are committed to providing our clients with the knowledge and resources they need to make the best decisions for their individual financial needs. Additionally, we collaborate with our clients' key advisors to ensure that all transactions are implemented as part of an effective team.National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates.David Klyman is licensed to sell insurance-licensed in New Jersey and New York. An endorsement of this individual may not reflect others’ views or experience.TC98710(1017)p
Klyman Financial
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Advanced Financial StrategistKlyman Financial May 2017 - PresentGreater New York City Area• Access to more than 30+ insurance carriers and hundreds of industry-specific products to better service clients• Ability to provide Life Insurance, Business Insurance, profit sharing plans and 401k's.• Specializes in Estate Planning, Insurance, and Wealth Preservation Strategies• Works with High Net Worth Individuals, Small Business Owners and Consumers
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Vice President Of SalesHain Capital Group, Llc 2010 - 2017• Purchased millions of dollars in bankruptcy claims across all industries for in-house and third party hedge funds by sourcing and contacting creditors in the case. • Identified, targeted and purchased new sales channel business in the amount of $45 million in employee and non-qualified pension claims in the Nortel bankruptcy.• Responsible for the entire sales process and due diligence including price negotiation on all purchased claims.• Conducted analysis on new bankruptcy cases and tracked data in Excel.• Managed the office in the owner’s absence and trained new salesmen.• Produced highly successful direct mail campaigns and email blasts.• Strong ability to deal effectively with hedge fund managers. -
SalesmanAlliance Time 2008 - 2010• Reactivated dormant accounts and located new accounts that generated annual sales of $2 million. • Sold brand name watches to retail stores, websites, wholesalers and end users worldwide. • Designed sales and marketing strategies to reach previously untapped market.• Responsible for setting watch prices and monitored collection of accounts.• Sold Colibri lighters, men’s jewelry and Seth Thomas clocks to retail stores and websites. -
Sales RepresentativeSwed Masters Workshop, Llc 2007 - 2008• Sold high end silver judaica to private clients in their homes. • Set up appointments for all salesmen using telemarketing from the Swed database and managed store.
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President/OwnerG.K. Gems Inc 1997 - 2007• Designed sales and marketing strategies that generated annual sales of $1 million.• Sold loose colored stones to manufacturers and finished jewelry to retail stores in North America.• Manufactured colored stone and diamond jewelry while traveling worldwide to purchase merchandise.• Responsible for all accounting and financial decisions.
David Klyman, Mba, Bfa™ Education Details
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Finance And Financial Management Services
Frequently Asked Questions about David Klyman, Mba, Bfa™
What company does David Klyman, Mba, Bfa™ work for?
David Klyman, Mba, Bfa™ works for Klyman Financial
What is David Klyman, Mba, Bfa™'s role at the current company?
David Klyman, Mba, Bfa™'s current role is Partner at Klyman Financial.
What schools did David Klyman, Mba, Bfa™ attend?
David Klyman, Mba, Bfa™ attended Schulich School Of Business - York University.
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