Brett Klee

Account Executive at Salesforce

Role
Senior Account Executive, Financial Services - Mid-commercial at Salesforce
Location
Bend, OR, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Senior Account Executive, Financial Services - Mid-commercial

    Salesforce

    Feb 2023 — Present · Bend, OR, US

Education

  • Menlo College

    BS

Skills

  • Finance
  • Salesforce.com
  • Series 7
  • Marketing
  • Series 63
  • Sales
  • Financial Analysis
  • Wealth Management
  • Cash Management
  • Asset Managment
  • Securities
  • Strategic Financial Planning
  • Banking
  • Mortgage Lending
  • Investments
  • Personal Finance
  • Portfolio Management
  • Credit
  • Financial Modeling
  • Loans

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Brett Klee — Senior Account Executive, Financial Services - Mid-commercial at Salesforce in Bend, OR, US | Unifers