Management Sales

Gregory L. Klar

** ******* **. ******* *****, NJ 07920

*******.****@*****.***

Cell: 973-***-****

EDUCATION

Fordham University, MBA New York, NY

Expected graduation July 2011, Finance - Current GPA 3.7

Omicron Delta Epsilon, International Honors Society for Economics

University of Hartford, B.S. West Hartford, CT

Received May 2002, Economics/Finance

FINANCIAL EXPERIENCE

Neuberger Berman LLC New York, NY June 2004 to Present

Senior Client Associate, Wealth Management Division

Elected equity partner under team structure. Provide investment

and relationship management for $1.7 billion of AUM.

Quantitative Experience:

. Coordinate and manage complex financial transactions under

strict guidelines.

. Perform financial analysis of proprietary investment

strategies and external investment products.

. Construct and analyze Monte Carlo simulations based on

current financial parameters and client's future objectives.

. Design rate of return summaries and evaluate results

relative to applicable benchmarks.

. Build tax-effected income and dividend cash flow projection

models.

. Realign portfolios consistent with asset class allocation

targets.

. Prepare detailed variance analysis of actual revenue results

versus projected goals.

Qualitative Experience:

. Liaise between multiple levels of personnel and clients to

achieve results.

. Plan, manage and prioritize multiple projects simultaneously

to meet scheduling requirements.

. Conduct periodic client portfolio reviews regarding current

financial environment and outlook.

. Determine situation-based investment suitability for various

client applications.

. Design asset class allocation guidelines for client wealth

management plans.

. Manage client and third party referral source relationships.

. Supervise and manage workflow of three junior team members.

Wachovia Securities Summit, NJ

June 2002 to June 2004

Registered Sales Assistant, Investment Services Group

Supported the bond, money market and equity desks. Reconciled multi-

million dollar investment portfolios. Managed money market

transactions over $100,000. Executed equity, municipal bond, mutual

fund and Treasury orders. Evaluated fixed income bids and offers.

PROFESSIONAL LICENSURE

<

< FINRA Series 7 General Securities Registered Representative

License

< FINRA Series 63 Uniform Securities Agent State Law License

TECHNICAL SKILLS

Bloomberg, Thompson Reuters, Microsoft Windows 2003/XP, Microsoft

Word, Microsoft Excel, Microsoft PowerPoint, Apple Mac OS, MacGregor

Trading Platform, Siebel CRM Software, Completing Argus Software

Certification.

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