Thomas Klein

Associate at Mission Peak Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Kansas City, Missouri, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
Skills

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Bio

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Credentials

  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Oct, 2014
    - Nov, 2024
  • Series 6
    Financial Industry Regulatory Authority (FINRA)
    Sep, 2013
    - Nov, 2024
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Sep, 2013
    - Nov, 2024

Experience

  • Mission Peak Capital
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Associate
      • Nov 2016 - Present

  • American Century Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Specialist
      • Sep 2013 - Oct 2016

      Handle all facets of account management for High Net Worth client accounts, including: investment guidance, trading, rebalancing, account setup, maintenance, & ad hoc research. Brokerage trading in the following: Municipal Bonds, Treasury Auctions, Precious Metals trading (in addition to derivatives, OTC Fixed Income, equities, & closed/open end funds) Handle all facets of account management for High Net Worth client accounts, including: investment guidance, trading, rebalancing, account setup, maintenance, & ad hoc research. Brokerage trading in the following: Municipal Bonds, Treasury Auctions, Precious Metals trading (in addition to derivatives, OTC Fixed Income, equities, & closed/open end funds)

Education

  • University of Missouri-Columbia
    Bachelor of Business Administration (BBA) International Business, Bachelor of Arts, Finance, General
    2007 - 2011
  • Universidad de Alicante
    Marketing Across Cultures, Cross Cultural Business Behavior
    2011 - 2011

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