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Karlton Kleis
Directeur/Membre du Conseil chez
Legacy Bank (Altoona, Iowa)
Profil
Karlton Kleis is currently a Director at Legacy Bank (Altoona, Iowa) and a Director at Alternative & Direct Investment Securities Association.
Previously, he worked as a Director at Zevra Therapeutics, Inc. from 2011 to 2013.
He also held positions as a Senior Auditor at Wellmark, Inc., a Coordinator-Financial Services at Life Care Services LLC, and a Principal at DeWaay Investment Banking.
Mr. Kleis completed his undergraduate degree at Northwestern College (Iowa) and holds an MBA from the University of Iowa.
Postes actifs de Karlton Kleis
| Sociétés | Poste | Début |
|---|---|---|
Legacy Bank (Altoona, Iowa)
 Legacy Bank (Altoona, Iowa) Regional BanksFinance Operates as a state chartered commercial bank | Directeur/Membre du Conseil | - |
Alternative & Direct Investment Securities Association
 Alternative & Direct Investment Securities Association The Alternative & Direct Investment Securities Association (ADISA) is a professional trade association dedicated to alternative and direct investment securities. The private company is based in Indianapolis. It serves over 4,500 members, including attorneys, CPAs, broker-dealers, sponsors, lenders, mortgage brokers, real estate agents, registered investment advisors, and family office representatives, who are involved in alternative investment products such as non-traded REITs, business development companies, master limited partnerships, 1031 exchanges, energy interests, and equipment leasing programs. ADISA provides resources like a quarterly magazine, webinars, podcasts, white papers, videos, and industry terminology, and hosts annual conferences, due diligence sessions, and networking events. The association also offers opportunities for committee participation, advocacy, awards, and editorial contributions, and monitors regulatory and legislative developments while engaging in lobbying efforts. Additionally, ADISA operates a foundation that offers college scholarships to support education within the alternative investment community. | Directeur/Membre du Conseil | - |
Anciens postes connus de Karlton Kleis
| Sociétés | Poste | Fin |
|---|---|---|
Life Care Services LLC
 Life Care Services LLC Medical/Nursing ServicesHealth Services Provides senior living community and home health care services | Corporate Officer/Principal | - |
DeWaay Investment Banking
 DeWaay Investment Banking Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Wellmark, Inc.
 Wellmark, Inc. Life/Health InsuranceFinance Provides health insurance and related products & services | Comptroller/Controller/Auditor | - |
| ZEVRA THERAPEUTICS, INC. | Directeur/Membre du Conseil | - |
Formation de Karlton Kleis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Zevra Therapeutics, Inc.
 Zevra Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Develops, manufactures and markets proprietary prodrugs | Health Technology |
Wellmark, Inc.
Wellmark, Inc. Life/Health InsuranceFinance Provides health insurance and related products & services | Finance |
Northwestern College (Iowa)
 Northwestern College (Iowa) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Iowa
 University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Life Care Services LLC
Life Care Services LLC Medical/Nursing ServicesHealth Services Provides senior living community and home health care services | Health Services |
DeWaay Investment Banking
DeWaay Investment Banking Investment Banks/BrokersFinance Provides investment banking services | Finance |
Legacy Bank (Altoona, Iowa)
Legacy Bank (Altoona, Iowa) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Alternative & Direct Investment Securities Association
Alternative & Direct Investment Securities Association The Alternative & Direct Investment Securities Association (ADISA) is a professional trade association dedicated to alternative and direct investment securities. The private company is based in Indianapolis. It serves over 4,500 members, including attorneys, CPAs, broker-dealers, sponsors, lenders, mortgage brokers, real estate agents, registered investment advisors, and family office representatives, who are involved in alternative investment products such as non-traded REITs, business development companies, master limited partnerships, 1031 exchanges, energy interests, and equipment leasing programs. ADISA provides resources like a quarterly magazine, webinars, podcasts, white papers, videos, and industry terminology, and hosts annual conferences, due diligence sessions, and networking events. The association also offers opportunities for committee participation, advocacy, awards, and editorial contributions, and monitors regulatory and legislative developments while engaging in lobbying efforts. Additionally, ADISA operates a foundation that offers college scholarships to support education within the alternative investment community. |
