Janet Klein Email & Phone Number

St Louis Park, Minnesota, United States

1834 was formed on the promise of building stable, enduring wealth management and investment advisory relationships with high-net-worth individuals and institutions. The name honors the storied legacy of our parent company, Old National, that was founded in 1834.We pride ourselves in offering a tailored approach to wealth management through boutique-style practices. Our clients have access to deep institutional and professional investment knowledge in a custom, personalized service model built around their long-term financial needs and aspirations.1834 services:Wealth Planning · Investment Management · Trust & Fiduciary Services · Estate Planning & Administration · Private Banking (through Old National Bank) · Institutional Services for businesses and nonprofits, including Investment Management, Corporate Trust Services, Philanthropy & Endowment Services and Retirement Plan Services.About Old National Bank:1834 is backed by the strength and stability of Old National, a Top 35 U.S. bank that has been faithfully serving clients for nearly 200 years.Headquartered in Evansville, Ind., and Chicago, Ill., Old National has ~$45+ billion in assets, ~$30 billion in assets under management in Wealth Management and more than 250 banking centers throughout the Midwest.

Minneapolis, Mn

Develop and proactively manage new and existing relationships with affluent individuals and families by providing comprehensive banking and wealth management services. Take a collaborative approach to understanding goals and objectives in order to make sound recommendations and create customized solutions based on clients' unique and complex needs. Work closely with internal business partners to ensure clients have a dedicated team working on their behalf. Instill confidence and trust by providing proactive, highly responsive, personalized service and consistently exceeding the expectations of clients, business partners and the community.

Eden Prairie, Mn

Cultivated and managed new and existing client relationships of high net worth and influence. Served as single point of contact and resource for a full array of wealth management and private banking products and services. Worked closely with clients to develop and implement comprehensive wealth management strategies customized to specific needs and objectives. Effectively managed overall client relationships, including complex credit needs and relationship profitability.

Minneapolis, Mn

Managed and developed client relationships with Fortune 500 companies in the Twin Cities and in the western half of the U.S. Prospected and developed new business in completive markets. Created customized solutions to meet clients' complex needs by partnering specialist in other areas of the bank, including cash management, trust, investment management, employee benefits, stock transfer, international, mortgage relocation, private banking and foreign exchange. Managed credit exposure and overall client relationship profitability.

Wayzata, Mn

Minneapolis, Mn

Minneapolis, Mn