Jeffrey G. Klein

Consumer Services

Finance

Profile

Mr. Klein serves as Vice President of Indiana Trust Company.
Klein’s primary areas of responsibility include administration of retirement plans, serving as trust counsel, as well as compliance officer.
Prior to joining Indiana Trust Company in 1999, he served as vice president and trust officer at a regional bank, where he was responsible for account administration.
He also spent several years in private practice, while also previously serving as a part-time state attorney for a county in North Dakota.
Mr. Klein earned his Bachelor’s Degree from Rockhurst College, as well as a J.D.
from the University of North Dakota Law School.
He graduated with honors from the National Graduate Trust School at Northwestern University.
He is also a recipient of the Certified Fiduciary and Investment Risk Specialist designation from the Cannon Financial Institute.

Former positions of Jeffrey G. Klein

Companies	Position	End
Indiana Trust & Investment Management Co. Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust & Investment Management Co. (Indiana Trust) is an independent investment management firm headquartered in Mishawaka, Indiana. The firm was co-founded by Gary Renaud in 1988. Indiana Trust provides wealth management and advisory solutions to individuals and families, business retirement plans, non-profit organizations and foundations.	Corporate Officer/Principal	-

See the detail of Jeffrey G. Klein's experience

Training of Jeffrey G. Klein

Rockhurst University	Undergraduate Degree
University of North Dakota	Graduate Degree
Northwestern University	Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies