Profilo
Ms. Phyllis E.
Klein is Senior Director of Consulting Research Group at CapFinancial Partners LLC.
She joined the firm in April 2004.
Ms. Klein was previously employed as Plan Consultant by Wells Fargo Bank, NA and Plan Consultant by EMJAY Corp.
She is a member of the American Society of Pension Professionals and Actuaries.
Ms. Klein received Bachelor of Science from the University of Wisconsin Lacrosse in 1980.
She is certified as an Accredited Investment Fiduciary by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz Graduate School of Business.
Precedenti posizioni note di Phyllis E. Klein
| Società | Posizione | Fine |
|---|---|---|
EMJAY Corp.
 EMJAY Corp. Investment ManagersFinance Part of Power Corp. of Canada, EMJAY Corp. is a leading LA-based cannabis delivery and retail platform. The company is based in Milwaukee, WI. The company focuses on creating the best cannabis shopping experience for consumers by offering a broader selection of products than its competitors, available for immediate and scheduled delivery, at competitive prices. EMJAY prioritizes consumer trust through white glove customer service, carefully curating all products and being highly selective in its courier onboarding and training. As one of the only vertically integrated retail and delivery platforms, EMJAY owns and operates all its infrastructure, allowing it to offer incredible pricing. | Corporate Officer/Principal | 31/03/2004 |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 01/01/2003 |
Formazione di Phyllis E. Klein
| University of Wisconsin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
EMJAY Corp.
EMJAY Corp. Investment ManagersFinance Part of Power Corp. of Canada, EMJAY Corp. is a leading LA-based cannabis delivery and retail platform. The company is based in Milwaukee, WI. The company focuses on creating the best cannabis shopping experience for consumers by offering a broader selection of products than its competitors, available for immediate and scheduled delivery, at competitive prices. EMJAY prioritizes consumer trust through white glove customer service, carefully curating all products and being highly selective in its courier onboarding and training. As one of the only vertically integrated retail and delivery platforms, EMJAY owns and operates all its infrastructure, allowing it to offer incredible pricing. | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
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