Alex Klein

Head of Finance and Accounting at Real Estate Investor
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Financial Modeling and Forecasting Financial Statements
    LinkedIn
    Oct, 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

    • Real Estate
    • 300 - 400 Employee
    • Head of Finance and Accounting
      • Dec 2020 - Present

    • United States
    • Insurance
    • 700 & Above Employee
    • Benefits Advisor Intern
      • 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

    • Financial Services
    • 1 - 100 Employee
    • Group and Life Insurance Specialist
      • 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

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative Intern
      • 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

    • United States
    • Real Estate
    • Campus Manager
      • 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

  • Saint Andrews Country Club
    • Boca Raton Florida
    • Fitness Attendant
      • 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

    • United States
    • Entertainment Providers
    • 1 - 100 Employee
    • Party Host
      • 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

Education

  • University of Central Florida
    B.S.B.A., Finance
    2017 - 2021

Community

You need to have a working account to view this content. Click here to join now