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Jason Klein

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Jason Klein

Board Member | S&S Health

Upper Providence Township, Pennsylvania, United States

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Jason Klein

Summary

Jason Klein is a seasoned finance professional with extensive experience in investment banking and private equity. Currently serving as Principal at Lovell Minnick Partners, he brings a wealth of expertise in financial modeling, valuation, and industry research. His diverse board memberships across various sectors, including insurance and technology, showcase his adaptability and strategic insight. A graduate of Columbia Business School, Jason has a strong educational foundation in finance, complemented by a Bachelor of Science from Penn State University. His career trajectory reflects a commitment to fostering innovation and driving growth in the financial services sector. Outside of his professional pursuits, Jason is known for his analytical mindset and ability to navigate complex financial landscapes. He is particularly interested in emerging technologies and their impact on traditional finance. Jason's leadership roles highlight his capability to guide organizations through dynamic market conditions.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Jason Klein

Work Experience

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Board Member at

S&S Health

October 2023 - Present

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Board Member at

Net at Work

September 2023 - Present

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Board Member at

Xactus

January 2022 - Present

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Principal at

Lovell Minnick Partners LLC

January 2022 - Present

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Board Member at

DEEP POOL FINANCIAL SOLUTIONS LIMITED

January 2022 - December 2023

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Vice President at

Lovell Minnick Partners LLC

February 2021 - December 2021

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Vice President at

Brook Pian Rd Partners

August 2017 - February 2021

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Board Member at

United Auto Credit Corporation

October 2017 - February 2021

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Investment Analyst at

Kynikos Associates

June 2016 - August 2017

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Private Equity Associate at

Lovell Minnick Partners LLC

July 2011 - July 2014

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Investment Banking Analyst at

Citi

June 2009 - June 2011

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Jason Klein

Education

Columbia University - Columbia Business School, Master Of Business Administration (M.B.A.)

January 2014 - January 2016

Penn State University, Bachelor Of Science (B.S.)

January 2005 - January 2009

Frequently Asked Questions about Jason Klein

What is Jason Klein email address?

Jason Klein's primary email address is ******@lmpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jason Klein work for?

Jason Klein is a Board Member at S&S Health, a company specializing in Insurance agents, brokers, & service.

Where Jason Klein graduated from?

Jason Klein holds a degree in from Columbia University - Columbia Business School.

How can I directly contact Jason Klein?

To contact Jason Klein directly, you can use the email address ******@lmpartners.com. Complete contact information is available upon registration with Muraena.

Who is Jason Klein?

Jason Klein is a seasoned finance professional with extensive experience in investment banking and private equity. Currently serving as Principal at Lovell Minnick Partners, he brings a wealth of expertise in financial modeling, valuation, and industry research. His diverse board memberships across various sectors, including insurance and technology, showcase his adaptability and strategic insight. A graduate of Columbia Business School, Jason has a strong educational foundation in finance, complemented by a Bachelor of Science from Penn State University. His career trajectory reflects a commitment to fostering innovation and driving growth in the financial services sector. Outside of his professional pursuits, Jason is known for his analytical mindset and ability to navigate complex financial landscapes. He is particularly interested in emerging technologies and their impact on traditional finance. Jason's leadership roles highlight his capability to guide organizations through dynamic market conditions.

Jason`s contact details

mail

******@lmpartners.com

Colleagues

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Grant Moore

Senior Vice President Of Sales

Michael Honebrink

Vice President of Accounting and Client Finance

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Judy Felhaber

Chief Operating Officer

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James Reichard

Vice President of Performance

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James Going

Vice President of Sales

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Joe Martocci

Chief Of Staff

Vincent E

Chief Executive Officer

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