Richard Klenk
Client Relationship Manager @OneDigital
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WORK HISTORY
Client Relationship Manager @OneDigital
Retirement Plan CRM and servicing specialist of corporate retirement plans.
EDUCATION
Embry-Riddle Aeronautical University
Professional Aeronautics
SKILLS
ABOUT RICHARD KLENK
With over 10 years of financial services industry experience and multiple industry licenses, I am a Client Relationship Manager at OneDigital Investment Advisors LLC, where I provide exceptional support and guidance to companies, financial advisors, and our valuable account clients. My core competencies include building and maintaining strong business relationships, delivering customer loyalty, and solving complex problems with strategic thinking and creativity. Previously, I was Managed Account Specialist with PNC Investments where I helped numerous advisors daily plan the optimal Managed retirement account models for their current and future clients. A Regional Leader with Primerica Financial Services, where I helped hundreds of clients achieve financial independence by offering them tailored solutions for income, protection, debt, and investment. I also mentored and inspired a team of over 100 representatives, who consistently ranked among the top performers in the region. I am passionate about learning, growing, and changing lives for the better, and I seek opportunities to share my knowledge and expertise with others.
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