Steve Kleiss, a CPA with an MBA, has held various roles in the financial sector since 1992. Steve currently serves as a Manager and Supervisor at Wegner CPAs, a Wisconsin accounting firm. Prior to this, Steve worked as a Senior Accountant at McGladrey and held managerial positions at Town Bank, Capitol Bank, and BMO Harris Bank. Kleiss holds a Bachelor's degree in Finance and English from the University of Wisconsin-Stevens Point and a Master of Business Administration in Accounting from Edgewood College.
October, 2023 - present
January, 2014
May, 2009
Director | Lead Portfolio Manager at DWS Group
Senior Vice President, Portfolio Risk Manager at PIMCO
Technical Manager at Caverion
Group Manager - Treasury Management Technology at PNC
Senior Manager, Internal Communications & Social Impact at EXOS
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