Vice President, Multi-Asset Solutions
Current
Sep 2024 - Present
AeroLeads people directory · profile
Peter Klein, Cfa Email & Phone Number
Vice President at Goldman Sachs Asset & Wealth Management
at
Goldman Sachs
3 work emails found
@nationwide.com
2 phones found area 888 and 570
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President at Goldman Sachs Asset & Wealth Management
Location
Columbus, Ohio, United States
Who is Peter Klein, Cfa? Overview
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Quick answer
Peter Klein, Cfa is listed as Vice President at Goldman Sachs Asset & Wealth Management at Goldman Sachs, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at nationwide.com, phone signal with area code 888, 570, and a matched LinkedIn profile for Peter Klein, Cfa.
Peter Klein, Cfa previously worked as Vice President, Multi-Asset Solutions at Goldman Sachs and Investment Consulting Team Leader - Investment Management Group at Nationwide Financial. Peter Klein, Cfa holds Master Of Business Administration (Mba), Analytical Finance, Accounting from Northwestern University - Kellogg School Of Management.
Company email context
Email format at Goldman Sachs
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*@nationwide.com
74% confidence
AeroLeads found 3 current-domain work email signals for Peter Klein, Cfa. Compare company email patterns before reaching out.
Profile bio
About Peter Klein, Cfa
I am a seasoned investment consulting and investment product leader with demonstrated success delivering exceptional investment experiences for current clients and capturing new business growth opportunities.
Listed skills include Strategy, Business Strategy, Strategic Planning, Financial Modeling, and 17 others.
Current workplace
Peter Klein, Cfa's current company
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Goldman Sachs
Website
AeroLeads page
7 roles
Peter Klein, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Consulting Team Leader - Investment Management Group
Leading a team of investment professionals, providing consultative insights on variable funds within Nationwide’s financial services product lines: annuities, life, public and private sector DC, COLI. Scope of team coverage is $200B+ AUA. We also provides investment consultation services to 50+ large public sector plans, partnering with retirement plans.
Oct 2022 - Sep 2024
Director Of Product Development – Investment Management Group
Led cross-functional teams through all product development phases, from ideation through launch, for new, actively managed products, across various product structures, for Nationwide Fund Advisors, a $70B AUM fund manager. Responsibilities from monitoring industry trends and making product recommendations through tactical build execution and Mutual Fund.
Jul 2016 - Sep 2022
Director Of Thought Leadership Marketing
Led team of financial services content marketing professionals, with $1.4M budget, to deliver content strategy through the Nationwide Retirement Institute. Big team wins for investor education, public relations and sales activation were Nationwide's Social Security program (www.nationwide.com/ss360) and Nationwide Market Insights, quarterly economic.
Feb 2013 - Jul 2016
Senior Consultant – Corporate Strategy
Partnered with financial services senior leaders and applied data-driven decision making to develop annual long-range strategic plans and drive key initiatives.
Jan 2011 - Feb 2013
Business Lead – Retirement Solutions Business Development
Supported development of large case, public sector acquisition strategy to reignite growth in critical market segment for the business.
Jan 2010 - Jan 2011
Management Associate – Financial Leadership Rotation Program
Completed three 6-month assignments focused on developing broad-based expertise for future leaders. Rotations encompassed recommendations for an IRA roll-over capture pilot, supporting quarterly NF FP&A and competitive intelligence, and working with the Office of Investments to improve investment decisionmaking via a comprehensive view of tax implications.
Aug 2008 - Jan 2010
Team & coworkers
Colleagues at Goldman Sachs
Other employees you can reach at goldmansachs.com. View company contacts →
IO
Itunuoluwa Odetokun
Colleague at Goldman Sachs
United States, United States
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CX
Calvin Xie
Colleague at Goldman Sachs
San Francisco Bay Area, United States
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CH
Carlee Hampton
Colleague at Goldman Sachs
Dhaka, Dhaka, Bangladesh, Bangladesh
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MT
Marina Testani
Colleague at Goldman Sachs
New York, New York, United States, United States
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DF
Daphne Faust
Colleague at Goldman Sachs
Dallas, Texas, United States, United States
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JP
Jeremy Parry
Colleague at Goldman Sachs
Salt Lake City, Utah, United States, United States
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TK
Tom Kilgallen
Colleague at Goldman Sachs
London, England, United Kingdom, United Kingdom
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EM
Enid Mcarthur
Colleague at Goldman Sachs
Potwin, Kansas, United States, United States
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AS
Ankita Shrivastava
Colleague at Goldman Sachs
Bengaluru, Karnataka, India, India
View →
NW
Nancy Wadhwa
Colleague at Goldman Sachs
Bengaluru, Karnataka, India, India
View →
Itunuoluwa Odetokun
Colleague at Goldman Sachs
United States, United States
View →
CX
Calvin Xie
Colleague at Goldman Sachs
San Francisco Bay Area, United States
View →
CH
Carlee Hampton
Colleague at Goldman Sachs
Dhaka, Dhaka, Bangladesh, Bangladesh
View →
MT
Marina Testani
Colleague at Goldman Sachs
New York, New York, United States, United States
View →
DF
Daphne Faust
Colleague at Goldman Sachs
Dallas, Texas, United States, United States
View →
JP
Jeremy Parry
Colleague at Goldman Sachs
Salt Lake City, Utah, United States, United States
View →
TK
Tom Kilgallen
Colleague at Goldman Sachs
London, England, United Kingdom, United Kingdom
View →
EM
Enid Mcarthur
Colleague at Goldman Sachs
Potwin, Kansas, United States, United States
View →
AS
Ankita Shrivastava
Colleague at Goldman Sachs
Bengaluru, Karnataka, India, India
View →
NW
Nancy Wadhwa
Colleague at Goldman Sachs
Bengaluru, Karnataka, India, India
View →
2 education records
Peter Klein, Cfa education
Master Of Business Administration (Mba), Analytical Finance, Accounting
Northwestern University - Kellogg School Of Management
Bachelor Of Arts (Ba), Communication, Journalism, And Related Programs
Rutgers University
FAQ
Frequently asked questions about Peter Klein, Cfa
Quick answers generated from the profile data available on this page.
What company does Peter Klein, Cfa work for?
Peter Klein, Cfa works for Goldman Sachs.
What is Peter Klein, Cfa's role at Goldman Sachs?
Peter Klein, Cfa is listed as Vice President at Goldman Sachs Asset & Wealth Management at Goldman Sachs.
What is Peter Klein, Cfa's email address?
AeroLeads has found 3 work email signals at @nationwide.com for Peter Klein, Cfa at Goldman Sachs.
What is Peter Klein, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 888, 570 for Peter Klein, Cfa at Goldman Sachs.
Where is Peter Klein, Cfa based?
Peter Klein, Cfa is based in Columbus, Ohio, United States while working with Goldman Sachs.
What companies has Peter Klein, Cfa worked for?
Peter Klein, Cfa has worked for Goldman Sachs, Nationwide Financial, and Nationwide.
Who are Peter Klein, Cfa's colleagues at Goldman Sachs?
Peter Klein, Cfa's colleagues at Goldman Sachs include Itunuoluwa Odetokun, Calvin Xie, Carlee Hampton, Marina Testani, and Daphne Faust.
How can I contact Peter Klein, Cfa?
You can use AeroLeads to view verified contact signals for Peter Klein, Cfa at Goldman Sachs, including work email, phone, and LinkedIn data when available.
What schools did Peter Klein, Cfa attend?
Peter Klein, Cfa holds Master Of Business Administration (Mba), Analytical Finance, Accounting from Northwestern University - Kellogg School Of Management.
What skills is Peter Klein, Cfa known for?
Peter Klein, Cfa is listed with skills including Strategy, Business Strategy, Strategic Planning, Financial Modeling, Analytics, Insurance, Business Analysis, and Property And Casualty Insurance.
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