Tom Klem
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Tom Klem Email & Phone Number

Head of Institutional Client Experience | Team Leadership | Investment Strategy & Policy Creation | Project Management | Sales & Marketing | Best Practice | Regulatory Compliance | M&A | Customer Experiences at SLC Management
Location: Hartford, Connecticut, United States 5 work roles 2 schools
1 work email found @slcmanagement.com 14 phones found area 860, 425, 203, 725, 201, and 717 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 14 phones

Work email t****@slcmanagement.com
Direct phone (860) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Head of Institutional Client Experience | Team Leadership | Investment Strategy & Policy Creation | Project Management | Sales & Marketing | Best Practice | Regulatory Compliance | M&A | Customer Experiences
Location
Hartford, Connecticut, United States
Company size

Who is Tom Klem? Overview

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Quick answer

Tom Klem is listed as Head of Institutional Client Experience | Team Leadership | Investment Strategy & Policy Creation | Project Management | Sales & Marketing | Best Practice | Regulatory Compliance | M&A | Customer Experiences at SLC Management, a company with 248 employees, based in Hartford, Connecticut, United States. AeroLeads shows a work email signal at slcmanagement.com, phone signal with area code 860, 425, 203, 725, 201, 717, and a matched LinkedIn profile for Tom Klem.

Tom Klem previously worked as Head of Institutional Client Experience at Slc Management and Head Of Insurance Client Relationships at Slc Management. Tom Klem holds Ba, Mathematics & Computer Science from Bucknell University.

Company email context

Email format at SLC Management

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{first}.{last}@slcmanagement.com
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AeroLeads found 1 current-domain work email signal for Tom Klem. Compare company email patterns before reaching out.

Profile bio

About Tom Klem

I am an astute, meticulous, and client-focused executive, with extensive investment, financial and actuarial experience. My expertise spans client relationships, public speaking, investment strategies, portfolio management, customer acquisition, policy creation, data analysis, investment forecasts and customer success. Leveraging cross-functional collaboration, organization, and interpersonal skills, I lead the road-mapping, resourcing, and successful delivery of projects. Utilizing my expertise and strong communication skills, I present complex proposals to clients with varied financial competencies. Travelling extensively across the US to build robust relationships with C-Level executives at key clients with multi-million-dollar portfolios, I also convert new prospects. Training and mentoring colleagues, I foster a culture of excellence, retaining talent and building high-performance teams that realize continuous improvement and drive profitable organizational growth.

Listed skills include Investments, Fixed Income, Risk Management, Insurance, and 41 others.

Current workplace

Tom Klem's current company

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SLC Management
Slc Management
Head of Institutional Client Experience | Team Leadership | Investment Strategy & Policy Creation | Project Management | Sales & Marketing | Best Practice | Regulatory Compliance | M&A | Customer Experiences
toronto, ontario, canada
Employees
248
AeroLeads page
5 roles

Tom Klem work experience

A career timeline built from the work history available for this profile.

Head Of Institutional Client Experience

Current

Windsor, Connecticut, United States

Asked by senior management to oversee the client-facing output during the assimilation of affiliates acquired by SLC, ensuring that client focus was maintained while technological synergies were attained. Tasked with creating a best-in-class client experience for current and future SLC clients

Jan 2021 - Present

Head Of Insurance Client Relationships

Windsor, CT

Asked by senior management to create an insurance client service relationship model, clarifying responsibilities within the client team that had not been defined before. Networking within newly acquired areas of SLC Management to coordinate and clearly communicate new role on the client service team.

Jan 2019 - Dec 2020

Senior Investment Strategist & Portfolio Manager

Current

Windsor, CT

  • Develop and execute investment strategy through active portfolio management for institutional clients.
  • Proven ability to translate complex investment concepts into understandable, high-level takeaways for those with limited investment background and experience.CLIENT RESPONSIBILITIES
  • Manage all aspects of each client relationship including communicating, developing, and implementing custom investment strategies that consider sector allocation, credit quality, duration, relative value, and yield.
  • Extensive experience delivering in-person investment presentations to members of clients’ senior management teams, investment committees, and boards of directors.MARKETING AND SALES
  • Extensively involved in the sales and marketing efforts to gain new business, including uncovering prospective clients, creating sales opportunities, responding to requests for proposals, and delivering finals.
  • Deliver presentations focused on the economic environment and investment opportunities at national insurance conferences. Strive to create presentations that are both educational & enjoyable.SLC InvestHer Global.
May 2005 - Present

Actuarial Leadership Development Program

Hartford, Connecticut Area

Hired into Actuarial Leadership Development Program (ALDP), which is a rotational program that provides technical development, business knowledge, and leadership experience within a large actuarial community.Actively involved in screening, interviewing, and hiring potential full-time and summer intern candidates.Initiated and managed a summer internship.

Jun 1999 - May 2005

Actuarial Analyst

Greater New York City Area

  • Delivered customized personal lines data to external customers, requiring a thorough knowledge of personal lines property/casualty data, diligent data review, and direct customer interaction.
  • Developed a new employee evaluation system, at the request of division’s assistant vice president.
  • Responsible for training entry-level new hires and managing summer interns.
Jun 1996 - May 1999
Team & coworkers

Colleagues at SLC Management

Other employees you can reach at slcmanagement.com. View company contacts for 248 employees →

2 education records

Tom Klem education

Ba, Mathematics & Computer Science

Activities and Societies: WVBU, Alpha Phi Omega, Mathematics Association of America, Resident Assistant

Diploma, Mathematics

Cheshire High School

Activities and Societies: swimming

FAQ

Frequently asked questions about Tom Klem

Quick answers generated from the profile data available on this page.

What company does Tom Klem work for?

Tom Klem works for SLC Management.

What is Tom Klem's role at SLC Management?

Tom Klem is listed as Head of Institutional Client Experience | Team Leadership | Investment Strategy & Policy Creation | Project Management | Sales & Marketing | Best Practice | Regulatory Compliance | M&A | Customer Experiences at SLC Management.

What is Tom Klem's email address?

AeroLeads has found 1 work email signal at @slcmanagement.com for Tom Klem at SLC Management.

What is Tom Klem's phone number?

AeroLeads has found 14 phone signal(s) with area code 860, 425, 203, 725, 201, 717 for Tom Klem at SLC Management.

Where is Tom Klem based?

Tom Klem is based in Hartford, Connecticut, United States while working with SLC Management.

What companies has Tom Klem worked for?

Tom Klem has worked for Slc Management, Prime Advisors, Travelers, and Insurance Services Office, Inc..

Who are Tom Klem's colleagues at SLC Management?

Tom Klem's colleagues at SLC Management include Emily Moitoso, Robert Montagano, Mj Chen, Cfa, Caia, Frm, Tom Dunlap, and Nathan Poste, Acsi.

How can I contact Tom Klem?

You can use AeroLeads to view verified contact signals for Tom Klem at SLC Management, including work email, phone, and LinkedIn data when available.

What schools did Tom Klem attend?

Tom Klem holds Ba, Mathematics & Computer Science from Bucknell University.

What skills is Tom Klem known for?

Tom Klem is listed with skills including Investments, Fixed Income, Risk Management, Insurance, Portfolio Management, Financial Modeling, Actuarial Science, and Asset Allocation.

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