Amy Klein

Margins and Internal Risk

Amy Klein grew up on her family’s dairy farm in Wisconsin. She started her career as an order desk clerk in 1995 for a local brokerage firm. As Margin Specialist, Amy works with clients about margin calls and available excess cash. Amy also assists with the new account opening process as well as trade execution. Outside of work, Amy enjoys being outdoors and spending time with her husband, two children and French Bulldog.