Donald Klein, CIMA®

VP - Financial Consultant

+1 847-480-5073

Financial credentials

  • Certified Investment Management Analyst®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Wealth Management Adviser, TIAA-CREF, 2015-2019
  • Regional Director, JP Morgan, 2010-2015

Education

  • BS University of Notre Dame

Personal interests and affiliations

  • Northfield Park District Commissioner

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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