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Joseph Klein
President, Partner @The Bahnsen Group
Newport Beach, CA, US
EMAILS
j••••••@thebahnsengroup.com
MOBILE NUMBERS
+16•••••••88
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WORK HISTORY
Jun 2025 — Present
President, Partner @The Bahnsen Group
Newport Beach, CA, US
EDUCATION
N/A
NYU Stern School of Business
Bachelor of Science (B.S.)
2020 — 2020
Boston University
Certificate in Financial Planning
SKILLS
EquitiesUnderwritingInvestmentsPortfolio ManagementClient ServicesInvestment BankingPresentation SkillsBloombergDue DiligenceHedge FundsBusiness StrategyFinancial AnalysisMicrosoft ExcelPowerpointValuationFundingCredit RiskFinancial RiskFinancial Statement AnalysisFinancial ModelingBankingCapital Markets
ABOUT JOSEPH KLEIN
I have a multi-discipline background geared towards providing wealth management services…
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