Phyllis Klein
Retired Fiduciary Geek
- Role
- CAPTRUST
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Phyllis Klein
Over 25 years of experience with qualified retirement plans. I have worked extensively…
Experience
Feb 2022 — Present
Education
University of Wisconsin-La Crosse
BS, Education
1976 — 1980
Skills
- Series 6
- Defined Benefit
- Retirement Planning
- Fiduciary Services
- Retirement
- Investment Advisory
- Pensions
- Defined Contribution
- Employee Benefits
- Investments
- Asset Allocation
- Mutual Funds
- Financial Advisory
- 401k
- Retirement Plan Consulting
- Qualified Retirement Plans
- Erisa
- Business Planning
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