Mr. Jan Klein

Building: Babbio Center
Room: 303B
Phone: 201.216.5612
Fax: 201.216.5385
Email: [email protected]
  • EMBA (1987), Cornell University, Ithaca, NY
  • MBA (1976), Finance & Investment, George Washington University, Washington, DC
  • BS (1972), Aerospace Engineering, Pennsylvania State University, State College, PA


Fund Raising ¡V build business/financial plan, identified investors, negotiated term sheets

  • Supported the $13.5M in series B and C round for fables semi-conductor firm (2002-2003
  • Raised approximately $1M in seed financing for a WiFi software company (2002)
  • Completed $25M PIPE investment and $52M vendor financing for early stage technology firm (2000-2001
  • Created entrepreneurial finance teaching program at Fairleigh Dickinson University (2001/2002+)
  • Supported multiple initial and secondary public offerings as sell side analyst for Wall Street firm (1996-2000)
  • Board advisor to numerous emerging growth companies seeking to access institutional financing

Controllership ¡V prepare operating budgets, maintain financial records, and audit results

  • Developed budgets/accounting records and financial reports for private companies as interim/part-time CFO
  • Established operating and financial controls for both start-up and large cap public firms
  • Managed national revenue quotas, branch budgets and compensation program for a $14B division of a large telecom
  • Routinely analyzed complex accounting records of financial filings by public firms as a Wall Street analyst

Investments and Investor Relations ¡V provide target prices and support investment recommendations

  • Lead financial team in all phases of the AT&T $12.6B acquisition of McCaw Cellular (valuation/terms/closing)
  • Evaluated numerous strategic acquisitions for public and private firms in telecom and eCommerce spac
  • Valued and marketed ¡§buy-sell¡¨ recommendations for medium and large cap technology firms as a Wall Street Analy
  • Hands-on experience in corporate and investor due diligence of operating, financial and business

Business Development:

  • Created business plans and financial roadmaps for AT&T acquisitions in early 1990¡¦s and at divestitur
  • Built business and financial plans that supported partnership initiatives between early stage firms and large cap domestic (i.e. HP, WFI) and foreign companies (i.e. Hyundai Electronics, Rafael)
  • Established manufacturing, marketing and distribution agreements within the telecom industry
  • Prepared, valued and/or reviewed hundreds of business plans for corporate and financial clients
  • Significant rolodex with carriers, service providers, OEM¡¦s and enabling technology firms in high tech sectors

Marketing and Sales:

  • Comprehensive sales carrier sales experience ¡V Account Executive, National Account ($5M)/Branch and Area Manager ($250M) and Sales Division corporate controller ($14B
  • Managed $60M annual advertising budget for new product introductions, usage stimulation and competitive win backs
  • Multiple marketing positions in sales planning, promotions and advertising in telecom and high tech segments
  • Responsible for pricing hardware, software, professional services and service bureau offers in large and small cap firms
  • Lead equity analyst at major Wall Street institution selling high technology and service provider stock recommendations
  • Developed value propositions based on market research and economic analysis for multiple start-up firms
  • Managed brand identity and product image programs for technology/telecom firms


  • Founded, co-Founded, or advised on a number of early stage corporate formations (legal/accounting/regulatory)
  • Frequent presenter at industry forums and analysts meetings
Institutional Service

Faculty advisor for Stevens Finance and Stevens Investment Groups

Professional Service
  •      CPA, New Jersey, Inactive
  •      Series 7
Honors & Awards

2006-2007 Outstanding Advisor Award

Grants, Contracts & Funds

Stevens Entrepreneurial Conference Funding buy Kaufmann Brothers ($15K)

Selected Publications
  1. Mark Kahn and Jan Klein. "Adaptive Transmit Diversity in Handsets for Performance Ehancement", RF Design, RF Design.  www.rfdesign.com  .