Benjamin Michael Klein

Current Employers

Employment History

• 09/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 10/2009 → Present
  Bank Of America, Na
  Northbrook, IL

Other Businesses

I* 1747316For profit or not for profit: Name of outside business organization: Klein Revocable Trust Investment related: no Address of business: Highland Park, IL, 60035Nature of business: Revocable Trust Position, title, association: Co-Trustee, Start date of relationship: 03/11/2024Number of hours devoted: 1 yearly Number of hours devoted during trading hours: 1Duties: I*1925276, Entity Type, Entity Charitable, Name of OBA: The ARK, Address: Chicago, IL, 60645, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 07/22/2024, No Hours: 12hrs/Annually, No Hours during trading: 0, Duties: The Ark is a vibrant hub of vital human services, serving Chicagoland's Jewish community. I will be serving on the board of trustees.I*2423273, Entity Type: For Profit, Name of OBA: None at this time- Interested in writing a fiction book., Address: Highland Park, Illinois, 60035, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 5/1/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Interested in writing a fiction book.I*2738262, Entity Type: , Name of OBA: D J K TOD BENEFICIARIES ON FILE , Address: Highland Park, Illinois, 60035, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/11/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2739261, Entity Type: , Name of OBA: MLPF& S CUST FPO D J K RRA FBO D J K, Address: Highland Park, Illinois, 60035, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/11/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4404276 Entity Type: N/A Name of OBA: MLPF& S CUST FPO MS R S K IRA FBO MS R S K Address: Highland Park, Illinois, 60035 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/14/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2002-11-27

Other Names

• Benjamin M Klein