Rachelle Lyn Klein

age ~56

from Rancho Santa Margarita, CA

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Also known as:

Rachelle L Klein
Rachelle L Fry

Phone and address:: 9 Via Anadeja, Trabuco Canyon, CA 92688
949 888-4400

Connected to:

Rachelle Klein Phones & Addresses

9 Via Anadeja, Rancho Santa Margarita, CA 92688 • 949 888-4400
Rancho Sta Marg, CA
Irvine, CA
Yorba Linda, CA
San Francisco, CA
Rancho Sta Marg, CA

Vehicle Records

Rachelle Klein
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Address:

9 Via Anadeja, Rancho Santa Margarita, CA 92688
VIN:

JHLRE38737C076643
Make:

HONDA
Model:

CR-V
Year:

2007

Resumes

Portfolio Accounting Manager - Officer

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Location:

Orange, CA

Industry:

Investment Management

Work:

State Street
Portfolio Accounting Manager - Officer
Vaco Orange County on Assignment at Allianz Asset Management Jan 2016 - Feb 2017
Operations Analyst
Allianz Asset Management Jan 2016 - Feb 2017
A and R Supervisor
Trilogy Financial Services Apr 2012 - Nov 2015
Financial Executive
Capital Group Jan 1999 - Jun 2009
Assistant Vice President, Global Institutional Operations Manager

Education:

California State University, Fullerton 1986 - 1991
Bachelors, Economics, Business, Accounting

Skills:

Asset Managment
Financial Reporting
Cash Management
Forecasting
Mergers
Project Management
Leadership
Training
Restructuring
Temporary Placement
Financial Analysis
Portfolio Management
Mutual Funds
Equities
Client Relations Skills
Asset Management
Accounting
Mergers and Acquisitions
Risk Management
Securities
Banking
Financial Services
Management
Process Improvement

Certifications:

Series 6, 63, and Insurance License

Manager At Capital Guardian Trust Company

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Location:

Rancho Santa Margarita, CA

Industry:

Investment Management

Work:

Capital Guardian Trust Company
Manager at Capital Guardian Trust Company

Rachelle Klein

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Financial Executive At Trilogy Financial Services

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Position:

Financial Executive at Trilogy Financial Services

Location:

Orange County, California Area

Industry:

Investment Management

Work:

Trilogy Financial Services since Apr 2012
Financial Executive
The Capital Group Companies, Inc. Jan 1999 - Jun 2009
Assistant Vice President, Global Institutional Operations Manager
The Capital Group Companies, Inc. Jan 1995 - Jan 1999
Senior Accountant Analyst
The Capital Group Companies, Inc. Jan 1993 - Jan 1995
Senior Accountant
The Capital Group Companies, Inc. Jan 1992 - Jan 1993
Accountant

Education:

California State University-Fullerton - College of Business and Economics 1986 - 1991
Bachelors, Accounting

Skills:

Honor & Awards:

Series 6, Series 63, CA Insurance #0H93181

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