![Phyllis E. Klein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
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.
Former positions of Phyllis E. Klein
| Companies | Position | End |
|---|---|---|
EMJAY Corp.
 EMJAY Corp. Investment ManagersFinance Provides retirement plan services | Corporate Officer/Principal | 2004-03-30 |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 2002-12-31 |
Training of Phyllis E. Klein
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
97
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
EMJAY Corp.
EMJAY Corp. Investment ManagersFinance Provides retirement plan services | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Phyllis E. Klein
