Patrick Klein

Patrick Klein Email and Phone Number

Strategic Analysis Consultant at American Century Investments @ American Century Investments
kansas city, missouri, united states
Patrick Klein's Location
Overland Park, Kansas, United States, United States
Patrick Klein's Contact Details

Patrick Klein personal email

n/a
About Patrick Klein

Patrick Klein is a Strategic Analysis Consultant at American Century Investments at American Century Investments. He possess expertise in strategic financial planning, finance, budgets, financial analysis, financial reporting and 12 more skills.

Patrick Klein's Current Company Details
American Century Investments

American Century Investments

View
Strategic Analysis Consultant at American Century Investments
kansas city, missouri, united states
Website:
americancentury.com
Employees:
1788
Patrick Klein Work Experience Details
  • American Century Investments
    Strategic Analysis Consultant
    American Century Investments Jul 2021 - Present
    Kansas City, Missouri, United States
    View
  • Waddell & Reed
    Sr Analyst
    Waddell & Reed May 2019 - Jul 2021
    o New HR team restructured and modified titles for entire company to better align with company strategy. Same roles and responsibilities as prior Director role:o Key Metrics - Wealth Mgmt Channel * Create metrics reporting on a monthly basis. * Lead monthly financial review meeting with executives * Review the income statement and asset trends, along with drivers of each. * Maintain documents on our SharePoint site. * Liaison with Field Leaders to help them improve their metrics. * Includes Profitability metrics, understand expense budgets & improve net flows in their markets. * Host quarterly webinars to review results.o Industry surveys * Participate and submit data on behalf of Wealth Manger to 4 financial publications. * Provide summarized results to management.o Budgeting / Forecasting * Field Operations ($50M Budget), IT ($60M Budget), Wealth Mgmt Channel, Legal and Compliance. * Assist in setting KPI goals for each market/region * Actual vs Budget reporting. * Updating forecast monthly/quarterly. * Project reporting analysis. Working with our Project Mgmt team to ensure they understand the financial impacts of each project.o Financial Impact Analysis * Responsible for determining financial impact for many of the proposed business changes / projects to the Wealth Management Channel. Determine ROI, sensitivity, IRR & payback.o Consultant * Assisted C Suite leadership on various topics. * Assisted with various M&A activities. * Recommended revenue generating and cost saving measurements.
    View
  • Waddell & Reed
    Director Financial Planning & Analysis
    Waddell & Reed Jan 2013 - May 2019
    Overland Park, Ks
    View
  • Waddell & Reed
    Manager: Advisor Channel Reporting & Analysis
    Waddell & Reed Jan 2010 - Dec 2012
    View
  • Waddell & Reed
    Various Roles
    Waddell & Reed May 2000 - Dec 2009
    o Sr. Financial Analyst – July 2006 – Dec 2011o Sales Reporting Unit Manager: April 2003 – July 2006 * Supervised 4 employeeso Financial Analyst: March 2002 – April 2003o Fund Reporting Specialist: June 2001 – March 2002o Associate Treasury Accountant: May 2000 – June 2001
    View

Patrick Klein Skills

Strategic Financial Planning Finance Budgets Financial Analysis Financial Reporting Mutual Funds Analysis Process Improvement Risk Management Financial Planning Accounting Investments Marketing Business Analysis Insurance Sales Management Insurance Planning

Patrick Klein Education Details

Frequently Asked Questions about Patrick Klein

What company does Patrick Klein work for?

Patrick Klein works for American Century Investments

What is Patrick Klein's role at the current company?

Patrick Klein's current role is Strategic Analysis Consultant at American Century Investments.

What is Patrick Klein's email address?

Patrick Klein's email address is pk****@****ell.com

What is Patrick Klein's direct phone number?

Patrick Klein's direct phone number is +191323*****

What schools did Patrick Klein attend?

Patrick Klein attended Rockhurst University, Saint Louis University.

What skills is Patrick Klein known for?

Patrick Klein has skills like Strategic Financial Planning, Finance, Budgets, Financial Analysis, Financial Reporting, Mutual Funds, Analysis, Process Improvement, Risk Management, Financial Planning, Accounting, Investments.

Who are Patrick Klein's colleagues?

Patrick Klein's colleagues are Helen Miller, Patrick Masango, Ryan Ander, Pranav Singh, Melissa Smart, Sue Adair, Jill Hrabe.

Not the Patrick Klein you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.