Brett Klein
Executive Director at J.P. Morgan Private Bank
- Role
- Executive Director at J.P. Morgan Private Bank
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Brett Klein
Award-winning, top-performing financial sales director with 15+ years excelling as a leader of multi-state high performing teams and as an individual producer. Trusted financial thought partner dedicated to building lasting client relationships while increasing the bottom line, growing market share, and expanding the client base. Lifetime Bay Area resident with deep network of business and social relationships.• Exceeds sales (loans and deposits) expectations YOY• Serves as a financial thought partner with clients• Builds trusted beneficial internal stakeholder and executive relationships• Oversees due diligence that ensures profitability
Experience
Executive Director
Jul 2023 — Present · San Francisco, CA, US
When J.P. Morgan acquired First Republic Bank joined newly formed department managing GP commitment financing programs for the top PE firms worldwide. Manage customized complex loan programs within the Financial Sponsors practice, representing a significant new line of business for the Fund Finance Group.
Education
University of San Francisco
Bachelor of Science (B.S.), International Business
2004 — 2008
Skills
- Underwriting
- Loans
- Loan Origination
- Project Coordination
- Credit
- Microsoft Excel
- Financial Analysis
- Meet Deadlines
- Banking
- Analysis
- Credit Analysis
- Private Banking
- Commercial Banking
- Cash Flow
- Due Diligence
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