Institutional Sales - Svp -Head Of Sales
CurrentInstitutional Business Development - Fixed Income
Sep 2021 - Present
AeroLeads people directory · profile
Dennis Klimes Email & Phone Number
SVP Head of Institutional Sales
at
Clearwater Advisors, LLC
1 work email found
@clearwateradvisors.com
2 phones found area 425
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
SVP Head of Institutional Sales
Location
Detroit Metropolitan Area, United States
Company size
Who is Dennis Klimes? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dennis Klimes is listed as SVP Head of Institutional Sales at Clearwater Advisors, LLC, a with 14 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at clearwateradvisors.com, phone signal with area code 425, and a matched LinkedIn profile for Dennis Klimes.
Dennis Klimes previously worked as Institutional Sales - SVP -Head of Sales at Clearwater Advisors, Llc and Financial Advisor at Merrill Lynch Wealth Management. Dennis Klimes holds Bba - International Business Administration from Western Michigan University, Kalamazoo, Mi.
Company email context
Email format at Clearwater Advisors, LLC
This section adds company-level context without repeating Dennis Klimes's masked contact details.
{first_initial}{last}@clearwateradvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Dennis Klimes. Compare company email patterns before reaching out.
Profile bio
About Dennis Klimes
I truly believe in the power of being positive- it enhances collaboration, empowers a mindset, and positions oneself for success.I bring a passion for understanding what makes the global economic marketplace tick and place myself as a trusted resource to build professional relationships.My career has centered on identifying opportunity and the ability to position solutions, successfully cultivating prospective clients , while serving sophisticated institutional and high net worth clients alike.As a capital markets professional, I have accumulated skills and knowledge obtained through various economic cycles providing awareness to risk management disciplines and portfolio management objectives.
Listed skills include Series 7, Series 63, Series 65, Wealth Management, and 7 others.
Current workplace
Dennis Klimes's current company
Company context helps verify the profile and gives searchers a useful next step.
Clearwater Advisors, Llc
5 roles
Dennis Klimes work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Institutional Consulting & Wealth ManagementPortfolio Manager
Jul 2020 - Sep 2021
Director Of Business Development - Svp
Executive Management - Business Development
Jan 2015 - Sep 2019
Institutional Fixed Income | Portfolio Manager | Wealth Advisor - Svp
Northwest Middle Market Fixed Income SalesFixed Income & Foreign Exchange Product SpecialistPortfolio Management
Jun 2009 - Dec 2014
Institutional Fixed Income Sales | Portfolio Manager | Wealth Advisor - Svp
Fixed Income Sales, Fixed Income Portfolio ManagerWealth Advisory
Dec 1994 - Jun 2009
Team & coworkers
Colleagues at Clearwater Advisors, LLC
Other employees you can reach at clearwateradvisors.com. View company contacts for 14 employees →
GC
Garrett Cudahey, Cfa, Cpa, Caia
Colleague at Clearwater Advisors, LlcSalem, Oregon, United States
View →
MD
Mike Dunn
Colleague at Clearwater Advisors, LlcBoise Metropolitan Area, United States
View →
RH
Rhet Hulbert
Colleague at Clearwater Advisors, LlcBoise, Idaho, United States
View →
MW
Melissa Wainwright
Colleague at Clearwater Advisors, LlcNew Orleans, Louisiana, United States
View →
MM
Michelle Martin
Colleague at Clearwater Advisors, LlcBoise Metropolitan Area, United States
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Garrett Cudahey, Cfa, Cpa, Caia
Colleague at Clearwater Advisors, LlcSalem, Oregon, United States
View →
MD
Mike Dunn
Colleague at Clearwater Advisors, LlcBoise Metropolitan Area, United States
View →
RH
Rhet Hulbert
Colleague at Clearwater Advisors, LlcBoise, Idaho, United States
View →
MW
Melissa Wainwright
Colleague at Clearwater Advisors, LlcNew Orleans, Louisiana, United States
View →
MM
Michelle Martin
Colleague at Clearwater Advisors, LlcBoise Metropolitan Area, United States
View →
1 education record
Dennis Klimes education
-
Western Michigan University, Kalamazoo, Mi
FAQ
Frequently asked questions about Dennis Klimes
Quick answers generated from the profile data available on this page.
What company does Dennis Klimes work for?
Dennis Klimes works for Clearwater Advisors, LLC.
What is Dennis Klimes's role at Clearwater Advisors, LLC?
Dennis Klimes is listed as SVP Head of Institutional Sales at Clearwater Advisors, LLC.
What is Dennis Klimes's email address?
AeroLeads has found 1 work email signal at @clearwateradvisors.com for Dennis Klimes at Clearwater Advisors, LLC.
What is Dennis Klimes's phone number?
AeroLeads has found 2 phone signal(s) with area code 425 for Dennis Klimes at Clearwater Advisors, LLC.
Where is Dennis Klimes based?
Dennis Klimes is based in Detroit Metropolitan Area, United States while working with Clearwater Advisors, LLC.
What companies has Dennis Klimes worked for?
Dennis Klimes has worked for Clearwater Advisors, Llc, Merrill Lynch Wealth Management, Prime Advisors, Inc., Morgan Stanley Wealth Management, and Citigroup Global Capital Markets Inc..
Who are Dennis Klimes's colleagues at Clearwater Advisors, LLC?
Dennis Klimes's colleagues at Clearwater Advisors, LLC include Garrett Cudahey, Cfa, Cpa, Caia, Mike Dunn, Rhet Hulbert, Melissa Wainwright, and Michelle Martin.
How can I contact Dennis Klimes?
You can use AeroLeads to view verified contact signals for Dennis Klimes at Clearwater Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Dennis Klimes attend?
Dennis Klimes holds Bba - International Business Administration from Western Michigan University, Kalamazoo, Mi.
What skills is Dennis Klimes known for?
Dennis Klimes is listed with skills including Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Asset Allocation, 401K Rollovers, and Mutual Funds.
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