Jeffrey G. Klein
Plus aucun poste en cours
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 |
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Indiana Trust & Investment Management Co.
Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust & Investment Management Co. (Indiana Trust) is an independent investment management firm headquartered in Mishawaka, Indiana. The firm was co-founded by Gary Renaud in 1988. Indiana Trust provides wealth management and advisory solutions to individuals and families, business retirement plans, non-profit organizations and foundations. | Corporate Officer/Principal | - |
Formation de Jeffrey G. Klein
Rockhurst University | Undergraduate Degree |
University of North Dakota | Graduate Degree |
Northwestern University | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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Indiana Trust & Investment Management Co.
Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust & Investment Management Co. (Indiana Trust) is an independent investment management firm headquartered in Mishawaka, Indiana. The firm was co-founded by Gary Renaud in 1988. Indiana Trust provides wealth management and advisory solutions to individuals and families, business retirement plans, non-profit organizations and foundations. | Finance |