Dean Klevan
- Role
- Coral Gables Trust
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Experience
Present
Education
The Wharton School
MBA, Finance
1975 — 1977
The Wharton School
BS, Economics
Skills
- Capital Markets
- Asset Allocation
- Banking
- Mutual Funds
- Emerging Markets
- Insurance
- Investment Strategies
- Alternative Investments
- Private Equity
- Corporate Finance
- Finance
- Fixed Income
- Equities
- Private Banking
- Portfolio Management
- Loans
- Investments
- Investment Management
- Strategic Planning
- Strategy
- Fx Options
- Asset Management
- Securities
- Estate Planning
- Financial Services
- Funding
- Investment Advisory
- Credit
- Retirement Planning
- Wealth Management Services
- Finra
- Asset Managment
- Corporate Governance
- Wealth Management
- Management
- High Net Worth Individuals
- Hedge Funds
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