Oren Klein
About Oren Klein
Oren Klein serves as the Associate Director of Wealth Management Banking at UBS, a position he has held since 2017 in the Miami/Fort Lauderdale area. He earned a Bachelor's degree in Finance from the University of Central Florida, where he studied from 2004 to 2009.
Work at UBS
Oren Klein has been serving as the Associate Director in Wealth Management Banking at UBS since 2017. He operates within the Miami/Fort Lauderdale area, contributing to the firm's wealth management services. His role involves overseeing financial strategies and client relationships, ensuring that clients receive tailored banking solutions. Klein's tenure at UBS spans over seven years, during which he has developed expertise in wealth management and banking operations.
Education and Expertise
Oren Klein earned a Bachelor's degree in Finance from the University of Central Florida, where he studied from 2004 to 2009. This educational background has equipped him with a solid foundation in financial principles and practices. His academic training supports his professional responsibilities in wealth management, allowing him to effectively analyze financial data and develop strategies for clients.
Background
Oren Klein is based in the Miami/Fort Lauderdale area, where he has built his career in wealth management banking. His professional journey began after completing his education at the University of Central Florida. Since joining UBS in 2017, he has focused on providing comprehensive banking solutions to clients, leveraging his knowledge in finance to enhance client experiences.