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Janet Klein

Vice President, Private Banker @1834, A Division Of Old National Bank

Minneapolis, MN, US
EMAILS
j••••••••@1834.com
MOBILE NUMBERS
+17•••••••38

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WORK HISTORY

Jun 2022 — Present

Vice President, Private Banker @1834, A Division Of Old National Bank

St Louis Park, MN, US

1834 was formed on the promise of building stable, enduring wealth management and investment advisory relationships with high-net-worth individuals and institutions. The name honors the storied legacy of our parent company, Old National, that was founded in 1834.We pride ourselves in offering a tailored approach to wealth management through boutique-style practices. Our clients have access to deep institutional and professional investment knowledge in a custom, personalized service model built around their long-term financial needs and aspirations.1834 services:Wealth Planning · Investment Management · Trust & Fiduciary Services · Estate Planning & Administration · Private Banking (through Old National Bank) · Institutional Services for businesses and nonprofits, including Investment Management, Corporate Trust Services, Philanthropy & Endowment Services and Retirement Plan Services.About Old National Bank:1834 is backed by the strength and stability of Old National, a Top 35 U.S. bank that has been faithfully serving clients for nearly 200 years.Headquartered in Evansville, Ind, and Chicago, Ill, Old National has ~$45+ billion in assets,~$30 billion in assets under management in Wealth Management and more than 250 banking centers throughout the Midwest.

EDUCATION

N/A

University of Minnesota Duluth

Bachelor of Business Administration - BBA

SKILLS

BankingPortfolio ManagementLoansMortgage LendingSalesCreditManagementBusiness DevelopmentWealth ManagementCustomer Relationship Management (Crm)Cash ManagementInvestmentsFinanceCommercial LendingCommercial BankingPrivate BankingNew Business DevelopmentFinancial ServicesCrm

ABOUT JANET KLEIN

With over 15 years of banking and wealth management experience, I am a Senior Private…

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