Alex Klein
Head of Finance and Accounting at Real Estate Investor- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Financial Modeling and Forecasting Financial Statements
LinkedInOct, 2019- Oct, 2024 -
2-15 License
Florida Department of Financial Services -
Bloomberg Market Concepts
Bloomberg LP -
Microsoft Office Specialist Master Certification (MOS)
Certiport - A Pearson VUE Business
Experience
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Real Estate Investor
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Real Estate
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300 - 400 Employee
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Head of Finance and Accounting
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Dec 2020 - Present
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Aflac
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United States
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Insurance
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700 & Above Employee
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Benefits Advisor Intern
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2019 - Jan 2020
• Generated and sustained a viable client base while forging strategic relationships with potential clients • Transferred on average two potential leads a day by phone and in person prospecting • Helped businesses retain employees and stay competitive by implementing voluntary benefits • Generated and sustained a viable client base while forging strategic relationships with potential clients • Transferred on average two potential leads a day by phone and in person prospecting • Helped businesses retain employees and stay competitive by implementing voluntary benefits
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Levi and Associates Insurance, Inc.
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Financial Services
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1 - 100 Employee
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Group and Life Insurance Specialist
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Jul 2019 - Aug 2019
• Researched potential business clients in the South Florida region to help them achieve a competitive advantage • Worked with agency founder to create strategic ways on how to approach a potential client • Established a strong foundation for my team ultimately increasing call time duration • Researched potential business clients in the South Florida region to help them achieve a competitive advantage • Worked with agency founder to create strategic ways on how to approach a potential client • Established a strong foundation for my team ultimately increasing call time duration
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative Intern
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May 2019 - Aug 2019
• Acquired clients and assisted them in all levels of financial planning and wealth accumulation • Assisted individuals plan for retirement by recommending proper coverage options • Acquired clients and assisted them in all levels of financial planning and wealth accumulation • Assisted individuals plan for retirement by recommending proper coverage options
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Lumi House
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United States
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Real Estate
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Campus Manager
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Aug 2018 - Mar 2019
• MyRentHero a mobile phone application to help students find housing • Trained ten ambassadors to comply with company standards as well as the company goals • Maximized brand exposure on campus through tabling events and social media • MyRentHero a mobile phone application to help students find housing • Trained ten ambassadors to comply with company standards as well as the company goals • Maximized brand exposure on campus through tabling events and social media
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Saint Andrews Country Club
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Boca Raton Florida
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Fitness Attendant
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May 2018 - Jul 2018
-Scheduled personal training appointments -Made sure all members needs were met -Made sure all equipment cleanliness was up to standards -Scheduled personal training appointments -Made sure all members needs were met -Made sure all equipment cleanliness was up to standards
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Monkey Joe's
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United States
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Entertainment Providers
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1 - 100 Employee
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Party Host
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Jan 2015 - May 2017
-Organized birthday parties by setting up all necessary decoration and distributing food. -Ran concession stand -Organized birthday parties by setting up all necessary decoration and distributing food. -Ran concession stand
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Education
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University of Central Florida
B.S.B.A., Finance