Todd Klein Email & Phone Number

Denver, Colorado, United States

Denver, Colorado

Greenwood Village, Colorado

Greater Denver Area

I managed a team of up to 15 Client Service Managers within the Central/Western Regions. I am skilled at identifying and matching internal employee talent with external client needs in order to deliver positive outcomes for clients resulting in increased sales, improved client surveys and engagement. Highlights:✔ I managed strategic account relationships.

Greater Denver Area

I managed Institutional relationships with over 23 institutional clients throughout the west coast. I served as the first point of contact on the relationship team. Highlights: ✔ I achieved growth of $600 million in new assets under management with key client. ✔ I led several key project implementations including a division reorganizing resulting in saving.

Greater Denver Area

I served as an outbound sales consultant responsible for establishing relationships while increasing assets through sales of new products and services.Highlights:✔ I consistently placed in the top three and was recognized for for increasing sales and revenue.✔ I expanded sales by 40% by increasing proactive activity with new prospects through outbound.

Greater Denver Area

Counseled participants on the appropriate combination of TIAA products and services to include retirement planning, asset allocation and asset transfers.