Allison R Klein

Current Employers

Employment History

• 02/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
• 04/2018 → Present
  Bank Of America, N.A.
  Farmington Hills, MI

Other Businesses

I*78388 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JEWISH SENIOR LIFE INVESTMENT RELATED: Y ADDRESS OF BUSINESS: OAK PARK, MICHIGAN 48237 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 6/15/2017 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I SIT ON JEWISH SENIOR LIFE'S BOARD OF DIRECTORS WHERE I PARTAKE IN DISCUSSION OF HOW JSL RUNS AND ANY ISSUES THAT ARISE. I ALSO SIT ON THE FINANCE BOARD WHERE I ASSIST IN REVIEWING THE NON-PROFIT'S FINANCIAL POSITION & OCCUPANCY. I*453129 For profit or not for profit: Entity Charitable Name of outside business organization: Jewish Senior Life Investment related: N Address of business: Southfield, Michigan, 48034, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 8/1/2023 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I sit on Jewish Senior Life's Finance Committee where I assist in reviewing the non-profit's financial position & occupancy.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-24

Other Names

• Allison R Gold