Profil
Ms. Phyllis E.
Klein is Senior Director of Consulting Research Group at CapFinancial Partners LLC.
She joined the firm in April 2004.
Ms. Klein was previously employed as Plan Consultant by Wells Fargo Bank, NA and Plan Consultant by EMJAY Corp.
She is a member of the American Society of Pension Professionals and Actuaries.
Ms. Klein received Bachelor of Science from the University of Wisconsin Lacrosse in 1980.
She is certified as an Accredited Investment Fiduciary by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz Graduate School of Business.
Anciens postes connus de Phyllis E. Klein
| Sociétés | Poste | Fin |
|---|---|---|
EMJAY Corp.
 EMJAY Corp. Investment ManagersFinance Part of Power Financial Corp., EMJAY Corp. is a leading cannabis delivery and retail platform based in LA. Launched in early 2019, EMJAY offers a broad selection of cannabis products for immediate and scheduled delivery at prices that match or beat top dispensaries. The American company's primary focus is on building consumer trust through white glove customer service, carefully curated products, and highly selective courier onboarding and training. EMJAY distinguishes itself by offering an unparalleled selection of products that surpasses its competitors, with retail locations in West Hollywood. The company's commitment to customer satisfaction is exemplified by their immediate and scheduled delivery services, providing customers with convenience at prices that surpass those offered by competing dispensaries and services. | Corporate Officer/Principal | 31/03/2004 |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 01/01/2003 |
Formation de Phyllis E. Klein
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
EMJAY Corp.
EMJAY Corp. Investment ManagersFinance Part of Power Financial Corp., EMJAY Corp. is a leading cannabis delivery and retail platform based in LA. Launched in early 2019, EMJAY offers a broad selection of cannabis products for immediate and scheduled delivery at prices that match or beat top dispensaries. The American company's primary focus is on building consumer trust through white glove customer service, carefully curated products, and highly selective courier onboarding and training. EMJAY distinguishes itself by offering an unparalleled selection of products that surpasses its competitors, with retail locations in West Hollywood. The company's commitment to customer satisfaction is exemplified by their immediate and scheduled delivery services, providing customers with convenience at prices that surpass those offered by competing dispensaries and services. | Finance |