Bob Klein

Bob Klein has a diverse and extensive work experience in the finance industry. BOB started their career in 1999 as the National Director for Wealth and Retail Investment Sales at LaSalle Financial Services, where they managed a large team and oversaw a program with $115 billion in assets.

After that, Bob held various senior roles at companies such as Sun Life Financial and Liberty Mutual Group, where they consistently exceeded sales goals and achieved top rankings. At Sun Life Financial, Bob successfully rebuilt an underperforming annuity sales territory for the state of Michigan, increasing sales by over forty-three-fold in just nine months.

In 2009, Bob took on the role of Chairman of the Board of Directors at KMG Private Wealth Management Group, where they guided the company's strategic and tactical sales plans, resulting in significant growth in assets and clients.

From 2013 to 2019, Bob worked at BBVA Investment Services, leading and managing the Wealth Management and Retail Investment Sales for the Greater Houston Region and Southern Texas Region. BOB was responsible for budgets, recruitment, and business development in these areas.

In 2020, Bob was chosen as the Director of Regional Distribution-Sales for the Southwest at Benefit Bank Distributors. During their one-year contract, they successfully built and managed the Wells Fargo Bank Western Regional Territory.

Most recently, Bob served as the Director of Wealth-Retail Investments for Texas and Arizona at Bank of Texas for BOK Financial Securities. In this role, they led and managed the Wealth and Consumer Investment Sales for the territories of Texas and Arizona, overseeing budgets, recruiting, and business development.

Currently, Bob works at the American National Bank of Texas as the Program Director for Wealth and Brokerage - Senior Vice President.

Bob Klein has a Bachelor of Science (B.S.) degree in General Engineering and Russian Language from the United States Military Academy at West Point. BOB also holds a Masters of Science (M.S.) degree in Exercise Science and Nutrition from Penn State University. Additionally, Bob has a Master of Business Administration (M.B.A.) degree in Accounting and Finance from Virginia Tech. In terms of certifications, they have obtained the TEXAS STATE HEALTH and LIFE INSURANCE LICENSES from the Texas Department of Insurance in May 2018. Bob also holds several certifications from FINRA, including the FINRA SERIES 24 obtained in January 1998, the FINRA SERIES 65 obtained in June 1994, the FINRA SERIES 63 obtained in May 1994, and the FINRA SERIES 7 obtained in April 1994.