Mike Klein
SVP & Trust Officer at Happy State Bank
Based in San Antonio, United States
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Seniority
Vp
Department
Finance & Accounting
Location
San Antonio
Industry
Banking
Company size
535
Contact information
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m•••••••@happybank.com
Phone
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Background
About Mike Klein
An accomplished leader in the Financial Services industry, whose credentials include an MBA in Finance from The University of Texas San Antonio; the ChFC, CLU, CRPC, AAMS and CWS professional designations; Life Insurance licenses in all 50 states and the Texas Real Estate Brokers License. A top performer with demonstrated success in identifying new business opportunities, creating and presenting financial seminars, and leading successful teams across multiple lines of business in securities sales, retirement plan development and implementation, trust and managed money sales, wealth management and compliance.
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