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Carsten Klein

Carsten Klein

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  • Timeline

  • About me

    Managing Director at PTN - Private Transaction Network

  • Education

    • Shippensburg University of Pennsylvania

      -

  • Experience

    • J.P. Turner & Company, LLC

      Feb 2003 - Aug 2007
      Registered Representative

    • Garden State Securities

      Aug 2007 - Nov 2011
      Senior Investment Consultant

    • Alexander Capital, L.P.

      Dec 2011 - Apr 2014
      Senior Investment Consultant

    • SB Fund

      Apr 2014 - Dec 2018
      Managing Director

    • Private Transaction Network

      Nov 2016 - Mar 2023
      Managing Director

    • PTN USA

      Jul 2017 - Jan 2019
      Managing Director

  • Licenses & Certifications

    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Feb 2003

    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      Jan 2003

    • Series 24

      FINRA (Financial Industry Regulatory Authority)
      Jun 2012