Michael Klein Email & Phone Number

Elmsford, Ny

Assist with project Green Thumb which packs produce for delivery to member pantries to aid hunger relief.

Chappaqua, Ny

Employed by the 2010 U.S. census to interview households indicated as non-responders to initially mailed questionnaire. Retained to work on subsequent operation to research and confirm addresses to be removed from the census database.

Whippany, Nj

Monitored employees for improper sales conduct within non-discretionary traditional brokerage and supervised necessary corrections with branch office management. Discussed development opportunities and possible disciplinary actions for employees with senior management.

New York, Ny

Marketed executive group life insurance in an inside sales role. Researched key decision makers and secured meetings to close new business. Furnished product information and policy illustrations.

New York, Ny

Marketed life insurance products to individuals directly and through HR partnered voluntary benefit plans. Self-sourced prospects through various methods including, referrals, telephone, direct mail and trade shows. Attended comprehensive product and sales training.

New York, Ny

Held position with Nathan & Lewis Securities, purchased by MetLife's broker-dealer group and consolidated with Walnut Street Securities.Partnered with the business to effectively on-board newly hired registered representatives and build-out branch office network. Accommodated prospects during the recruiting phase and conducted pre-hire due diligence. Assimilated and developed individuals during their first 90 days utilizing written training materials, group presentations and field office visits.

New York, Ny

Monitored employees for sales practice violations within retail non-discretionary brokerage accounts. Coordinated with senior staff to address conduct with branch office management.

New York, Ny

Ensured the continued development and productivity of a ten person team mitigating debit-card fraud. Oriented employees to their job functions and overall best practices. Assigned work, evaluated performance, and provided ongoing coaching. Conducted annual written performance appraisals. Recommended promotions and transfers. Assisted with discipline and dismissal actions.

New York, Ny

Supported branch offices on procedures for rolling-over retirement plan assets. Handled qualifying journal entries for tax reporting purposes and service issues with outside investment companies.

New York, Ny

Reconciled outside mutual fund positions reflected in customer accounts. Supported national branch office network and handled necessary service issues with fund companies.