Karlton Kleis

Karlton Kleis has a diverse work experience starting from 1997 when they worked as an Auditor at Cahaba GBA. In 2006, they became the Chief Operating Officer at DeWaay Capital Management and held this position until 2009. From 2009 to 2012, Karlton worked as part of the Investment Banking Operations team at DeWaay Financial Network. In 2012, they joined Legacy Bank as the Chief Financial Officer and remained in this role until 2018. Additionally, starting from 2012, they also became a Partner at Insight Wealth Group. Most recently, in 2016, they assumed the role of Managing Director of Capital Markets at Arete Wealth Management, where they are currently employed.

Karlton Kleis has pursued a Bachelor of Arts degree in Accounting and Finance from Northwestern College. Additionally, they have also completed an MBA program with a focus on Structured Finance from The University of Iowa Tippie College of Business. The specific start and end years for both degrees are not provided.