Leslie S. Klein

Plus aucun poste en cours

Profil

Ms. Leslie S.
Klein is Vice President & Wealth Management Advisor at First American Trust Co. She is President and a member of the Financial Planning Association of San Diego.
She serves as Secretary on the Board of the Estate Planning Council of San Diego, where she has been a member since 1992.
She also is the Chair of the Investment Committee of the United Way of San Diego.
In addition, she is a member of La Jolla Estate Planning, Trust & Probate Section.
For the past several years, Ms. Klein has worked in trust administration and business development for several local trust companies and banks.
She is an officer at First American Trust, FSB, since 2002 and has been responsible for assisting prospective and new clients with their estate and financial management through our wealth management services.
She also has extensive experience with the administration of individual trusts, charitable trusts and investment management clients of First American Trust.
Ms. Klein received her Bachelor of Science degree from Miami University, Oxford, Ohio in 1978 and is a licensed CERTIFIED FINANCIAL PLANNER.

Anciens postes connus de Leslie S. Klein

Sociétés	Poste	Fin
First American Trust Co.	Gestionnaire de Portefeuille-Actions	31/07/2013

Formation de Leslie S. Klein

Miami University

Undergraduate Degree