![Jeffrey G. Klein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeffrey G. Klein
Plus aucun poste en cours
Consumer Services
Finance
Profil
Mr. Klein serves as Vice President of Indiana Trust Company.
Klein’s primary areas of responsibility include administration of retirement plans, serving as trust counsel, as well as compliance officer.
Prior to joining Indiana Trust Company in 1999, he served as vice president and trust officer at a regional bank, where he was responsible for account administration.
He also spent several years in private practice, while also previously serving as a part-time state attorney for a county in North Dakota.
Mr. Klein earned his Bachelor’s Degree from Rockhurst College, as well as a J.D.
from the University of North Dakota Law School.
He graduated with honors from the National Graduate Trust School at Northwestern University.
He is also a recipient of the Certified Fiduciary and Investment Risk Specialist designation from the Cannon Financial Institute.
Anciens postes connus de Jeffrey G. Klein
| Sociétés | Poste | Fin |
|---|---|---|
Indiana Trust & Investment Management Co.
 Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust creates a holistic wealth management strategy, based on an identified risk tolerance. The firm’s holistic, comprehensive investment process begins with a consultation, to define the purpose for client portfolio and identify objectives. Next, they develop a personalized investment strategy, recommending an asset allocation consistent with their risk/reward profile. Indiana Trust then implements client’s strategy using their multi-level diversification approach. Going forward, they re-evaluate and review client portfolio over time, rebalancing assets to remain focused on the client’s objectives. | Corporate Officer/Principal | - |
Formation de Jeffrey G. Klein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Indiana Trust & Investment Management Co.
Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust creates a holistic wealth management strategy, based on an identified risk tolerance. The firm’s holistic, comprehensive investment process begins with a consultation, to define the purpose for client portfolio and identify objectives. Next, they develop a personalized investment strategy, recommending an asset allocation consistent with their risk/reward profile. Indiana Trust then implements client’s strategy using their multi-level diversification approach. Going forward, they re-evaluate and review client portfolio over time, rebalancing assets to remain focused on the client’s objectives. | Finance |
Rockhurst University
 Rockhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of North Dakota
 University of North Dakota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
