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Lawrence Robert Klein

Lawrence Robert Klein, American investment consultant, educator. Certified master finance planner, 1969; securities exchange commission, registered investment advisor, options principal, representative, branch office manager, commodity futures principal. Named Outstanding Educator, University of California at Los Angeles, 1980-1981.

Background

  • Klein, Lawrence Robert was born on May 27, 1938 in New York City. Son of George Samuel and Miriam Gertrude (Billig) Klein.

  • Education

    • Bachelor, New York University, 1960. Master of Business Administration, Adelphi University, 1965.

    Career

    • Senior accountants executive Merril Lynch Pierce, New York City, 1960—1970. Senior vice president, manager various locations, 1970—1980. Vice president investments Shearson, American Express, Encino, California, 1981—1984.

      Senior vice president investments E.F. Hutton & Company, Woodland Hills, from 1984. President Lawrence R. Klein and Associates, Westlake, California, from 1980. Director University of California at Los Angeles School Finance Planning, from 1981.

    Major achievements

    • Certified master finance planner, 1969. Securities exchange commission, registered investment advisor, options principal, representative, branch office manager, commodity futures principal.

    Works

    • Contributor articles to professional finance journals.

    Politics

    Party affiliation: Republican

    Religion

    Denomination: Judaism

    Membership

    Vice president Southern California Division, National Leukemia Association, Los Angeles, from 1980. Commissioner Pop Warner Junior Football, Conejo Valley, from 1980. Board governors Adelphi University School Banking Management.

    Member of National Association Retired Persons (advisor to group since 1980), International Association Finance Planners (vice president since 1980), Shriners Lodge, Masons Lodge.

    Connections

    • Married Joan Deana Kramer, September 17, 1960. Children: Lisa Susan, Amy Lynn, Randi Beth.
    • father: George Samuel Klein
    • mother: Miriam Gertrude (Billig) Klein
    • spouse: Joan Deana Kramer
    • children: Lisa Susan Klein
    • Amy Lynn Klein
    • Randi Beth Klein
    See on larger map
    Born May 27, 1938
    Died December 13, 2001
    (aged 63)
    • 1960
      New York University
    • 1965
      Adelphi University
    • 1960 - 1970
      Senior, accountants executive Merril Lynch Pierce
    • 1970 - 1980
      senior, various locations
    • 1970 - 1980
      manager, various locations
    • 1981 - 1984
      vice president, investments Shearson
      Encino, California, United States

    Award