Robert Klein
Director of Customer Success at Oro Advisors, Llc
Based in United States
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Seniority
Director
Department
Customer/Client Service
Location
United States
Industry
Investment Management
Company size
5
Contact information
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r•••••••@oroadvisors.com
Phone
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Background
About Robert Klein
With over two decades of leadership in finance, I have built and managed client relationships with top tier managers and institutional investors across the U.S. At firms like BNY Pershing, JPMorgan Chase, and Bear Stearns, I’ve led teams that delivered revenue growth, strategic partnerships, and world-class client service. My passion lies in helping clients navigate complex markets while identifying innovative solutions to fuel their growth. I firmly believe that financial education is one of the keys to a person’s success and empowerment. I am fortunate to be involved with the California Alternatives Investment Association (CalAlts) and the USC Marshall Business School. A California native, I enjoy the active lifestyle afforded me and my family whether we are at the beach, the park, or just hanging out at home with our dogs.
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