Jeff Klinger's Team:
A San Francisco, CA Based Team in Merrill Lynch's Private Banking & Investment Group

Recently Released!!!
Date Published: January 21, 2015
Summary PPT Deck: 11 Slides
Reference PPT Deck: 27 Slides

Jeff Klinger's team was founded in 1999 and is based in San Francisco, CA. Jeff Klinger's team is led by a Senior Vice President in Merrill Lynch’s Private Banking & Investment Group Jeff Klinger.

Jeff Klinger's team's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Lehman Brothers Phase
  • Credit Suisse Group Phase
  • Merrill Lynch Phase
Its profile includes the key statistics of the team.

Its profile includes detailed outlines of its core services:

  • Strategic Planning
  • Tax & Estate Planning
  • Risk Management
  • Pre-IPO Planning
  • Restricted Stock Monetization
And its profile concludes with the highlights of its organizational structure & ownership.
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