Advisory Panel Member Profile

Joseph (Joe) Klein

Diamond Client Group
Financial Consultant/ Investments

Areas of Expertise:

Customer Experience Strategy, Customer First Culture, Principles of Customer ​Relationship Building

Highly accomplished professional with 20+ years’ experience in financial services devising investment strategies and formulating financial solutions for corporate and individual high net worth clients. History of financial planning, investment analysis, and business development. Corporate specialist with verifiable record of improving operational procedures, enhancing profit margins, revenue generation, and surpassing quotas. Reputable for transforming business opportunities into lucrative commercial ventures. Adept at nurturing and leading high-performance teams to consistently achieving notable results.

Ambitious professional with proven ability to increase sales by incorporating advanced methodologies. Possesses an aptitude for cultivating long-term partnerships with clients, management, stakeholders, and business partners.  Deliver coaching and guidance to  junior advisors and regulate partnerships to expand and create investment platform.

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