Bob Klein is a seasoned finance professional with extensive experience across various roles in the banking and finance sectors. Currently serving as Managing Director at First Citizens Bank since 2021, Klein has also held the position of Director - Senior Underwriter at CIT Finance LLC since 2004, specializing in structuring and negotiating ABL and cash flow senior debt transactions primarily in retail, restaurant, and BDC markets. Previous roles include Vice President at Commerce Bank, N.A., and Debis Financial Corporation, among others, where Klein developed extensive networks and managed significant portfolios. Klein's educational background includes a BA in Business from Muhlenberg College and an MBA in Finance from Pace University - Lubin School of Business.
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