Bob Klein
About Bob Klein
Bob Klein serves as the Program Director for Wealth and Brokerage at American National Bank of Texas, where he has worked since 2022. He possesses extensive experience in financial services and has led teams of various sizes, demonstrating a strong ability to restructure underperforming programs into successful operations.
Work at American National Bank of Texas
Bob Klein serves as the Program Director for Wealth and Brokerage and holds the title of Senior Vice President at American National Bank of Texas. He has been in this role since 2022, operating within the Dallas-Fort Worth Metroplex. In this position, he leads initiatives aimed at enhancing wealth management and brokerage services, leveraging his extensive experience in financial services.
Education and Expertise
Bob Klein has a diverse educational background. He earned a Bachelor of Science (B.S.) in General Engineering and Russian Language from the United States Military Academy at West Point. He further pursued a Master of Business Administration (M.B.A.) in Accounting and Finance from Virginia Tech. Additionally, he holds a Master of Science (M.S.) in Exercise Science and Nutrition from Penn State University. This combination of degrees supports his expertise in financial services and management.
Background
Bob Klein has a strong background in financial services, having held various roles throughout his career. He has worked as a National Sales Manager, Wealth Management and Retail Sales Director, Project Manager, Wholesaler, and Financial Advisor. His experience includes leading teams of varying sizes, from 25 individuals at a regional level to 800 individuals at a national level, demonstrating his capability in managing large teams effectively.
Achievements
Throughout his career, Bob Klein has a track record of restructuring and reorganizing underperforming programs, successfully transforming them into profitable contributors. He has recruited over 300 individuals and developed numerous million-dollar sales producers. His performance has earned him accolades in both corporate and military settings, reflecting his consistent success across various roles.