Lisa Klein

Background

About Lisa Klein

I am a finance professional with over 15 years of international experience across Europe and the U.S, specializing in investment advisory, financial planning, and strategic leadership. I hold an MBA from Columbia University and a BBA from HEC Paris, with academic distinction in Accounting and Finance. Throughout my career, I’ve held progressive roles at BNP Paribas, Ukreximbank, and Merrill Lynch Wealth Management, where I’ve developed expertise in financial modeling, investment portfolio management, and regulatory compliance. Currently, as Deputy Director of Finance at Merrill Lynch in Miami, I lead strategic financial initiatives, oversee budgeting and forecasting, and collaborate with executive teams to drive performance. I am passionate about global finance, client-focused advisory, and continuously applying analytical insights to support business growth. My experience across banking, wealth management, and corporate finance enables me to bring both depth and versatility to any financial leadership role.