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Jaimie Klein

Administrative Support Manager at Bay Area Wealth Management Group

  • LinkedIn

I hold a high standard of excellence while executing any challenge put before me. As a previous Marketing Director and Practice Development Specialist, I am equipped with the skills for g...

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BAY AREA WEALTH MANAGEMENT GROUP

BAY AREA WEALTH MANAGEMENT GROUP

  • description Description
    We are a privately owned, independent, boutique financial services firm headquartered and run locally, in the San Francisco Bay Area with over 130 years of combined investment and wealth mana...

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  • Employees count Employees 1-10
  • Revenue Revenue Under 1 Million
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Employees

Jaimie Klein

Administrative Support Manager

Jonathan Martin

Cfp® Ricp® Chfc® & Wealth Manager

Marilyn Springel

Administrative Support Manager

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