Topline | Thomas Klein

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Thomas Klein

Asset Management Intern at TrimTabs Asset Management

Intro Book

Finance professional with experience in asset management, banking, and operations.

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Location

New York City Metropolitan Area, US

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$120.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Thomas has a solid background in finance, with experience in asset management and banking. His education from Miami University and certifications from Bloomberg LP add to his credibility. Skills like data analysis, market research, and presentation are in demand. Considering his experience and education, I’d estimate his hourly rate to be around $120. This is slightly lower than average for a finance professional with similar experience, but still competitive in the New York City Metropolitan Area. Some finance professionals with similar experience might charge $150-$200 per hour, but Thomas’s background and certifications bring his rate down to this estimate.

Bio

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Topline AI

Thomas Klein is a seasoned finance professional with experience in asset management, banking, and operations. He has worked with companies such as TrimTabs Asset Management, WORLD'S BEST CHEESES WEST, INC., and Fifth Third Bank, utilizing skills in data analysis, market research, and presentation. He holds a Bachelor of Science degree in Business (Finance) from Miami University and certifications from Bloomberg LP and Miami University Farmer School of Business.

Credentials

Bloomberg Market Concepts

Bloomberg LP

Jul, 2021
- Apr, 2026
Mini-MBA

Miami University Farmer School of Business

Jan, 2021
- Apr, 2026

Experience

TrimTabs Asset Management
- New York, New York, United States
- Asset Management Intern
  - Jun 2021 - Present
  - New York, New York, United States
  -Analyzed and reported on economic metrics, trends and equities using Bloomberg Terminal and Morningstar Direct-Worked with CIO and PM to create investor webinar and email blasts on free cash flow investing-Performed research of internal and Financial Service industry trends, ETF products, and competition to help determine optimal business solutions
WORLD'S BEST CHEESES WEST, INC.
- Armonk, New York, United States
- Operations Intern
  - Mar 2020 - Aug 2020
  - Armonk, New York, United States
  -Evaluated inventory trends and recommended product location changes-Utilized company software to upload client purchase order information-Planned efficient routes for company trucks to maximize deliveries during operating hours.
Fifth Third Bank
- Oxford, Ohio
- Student Member
  - Jan 2018 - Aug 2018
  - Oxford, Ohio
  -Delegated SQL searches, market research, and presentation elements among team members-Client Challenge: Submitted an original proposal of a new innovative service targeted toward younger customers

Education

Miami University
Bachelor of Science - BS, Business (Finance)
2013 - 2017

Fox Lane High School
High School Diploma

2013 - 2017

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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Thomas Klein

Refer a Friend to Get
100 Credits For FREE

$120.0

Hourly Rate