Robert KLEIN

Richmond, Texas

Regional Sales Investment Manager-Senior Vice President, BBVA Investment Services

Experience at:
BBVA Investment Services, Liberty Mutual Group of Liberty Life Assurance Company, KMG Private Wealth Management

I’m interested in mentoring people from:

    Robert KLEIN

    Ask Me About

    Building Innovative Programs
    Effective Leadership Techniques
    Fixing Unsuccessful Organizations
    Growing Revenue and Sales
    Leading Management Teams
    Maximizing Profitability
    Minimizing Expenses
    Outperforming Budgets
    Recruiting Top Personnel
    Retaining Talented Personnel
    Where I've Worked
    B

    Mar 2013 – Oct 2019

    Regional Sales Investment Manager-Senior Vice President

    BBVA Investment Services
    L

    May 2010 – Mar 2013

    Regional Sales Director-Vice President

    Liberty Mutual Group of Liberty Life Assurance Company
    K

    Jan 2009 – May 2010

    Chairman, Board of Directors

    KMG Private Wealth Management
    Sun Life Financial, Inc. of Sun Life Assurance Company of Canada logo

    Jan 2008 – Jan 2009

    Regional Sales Director - Vice President

    Sun Life Financial, Inc. of Sun Life Assurance Company of Canada
    L

    Nov 2003 – Apr 2007

    National Sales Director-Senior Vice President

    LaSalle Financial Services, Inc. of LaSalle Bank - ABN AMRO Bank
    L

    Jan 2002 – Nov 2003

    Illinois State Sales Manager - First Vice President

    LaSalle Financial Services, Inc. of Lasalle Bank - ABN AMRO Bank
    L

    Sep 1999 – Jan 2002

    Senior Regional Sales Manager -Vice President

    LaSalle Financial Services, Inc. of Lasalle Bank - ABN AMRO Bank
    Where I've Studied

    In Progress

    MBA, Still working (3 courses short of completion)

    Virginia Polytechnic University

    MS, Exercise Science and Nutrition

    Pennsylvania State University

    BS, Engineering and Russian Language

    United States Military Academy

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    West Point Graduate, Combat Infantry Officer, and an Executive Leader with proven experience.

    Known for being a straightforward, dynamic, and innovative leader who builds and implements Top-Producing Sales Teams of high-performance loyal personnel and has a common sense approach to solving problems.

    Specialties

    check markAccount Management

    check markBusiness Development

    check markSales

    check markSales Management & Operations

    Ask Me for a Referral

    BBVA Investment Services

    In the Media

    Social Media