Karlton Kleis

Directeur/Bestuurslid bij

Legacy Bank (Altoona, Iowa)

Finance

Consumer Services

Health Technology

Profiel

Karlton Kleis is currently a Director at Legacy Bank (Altoona, Iowa) and a Director at Alternative & Direct Investment Securities Association.
Previously, he worked as a Director at Zevra Therapeutics, Inc. from 2011 to 2013.
He also held positions as a Senior Auditor at Wellmark, Inc., a Coordinator-Financial Services at Life Care Services LLC, and a Principal at DeWaay Investment Banking.
Mr. Kleis completed his undergraduate degree at Northwestern College (Iowa) and holds an MBA from the University of Iowa.

Actieve functies van Karlton Kleis

Bedrijven	Functie	Begin
Legacy Bank (Altoona, Iowa) Legacy Bank (Altoona, Iowa) Regional BanksFinance Operates as a state chartered commercial bank	Directeur/Bestuurslid	-
Alternative & Direct Investment Securities Association Alternative & Direct Investment Securities Association The Alternative & Direct Investment Securities Association (ADISA) is a professional trade association dedicated to alternative and direct investment securities. The private company is based in Indianapolis. It serves over 4,500 members, including attorneys, CPAs, broker-dealers, sponsors, lenders, mortgage brokers, real estate agents, registered investment advisors, and family office representatives, who are involved in alternative investment products such as non-traded REITs, business development companies, master limited partnerships, 1031 exchanges, energy interests, and equipment leasing programs. ADISA provides resources like a quarterly magazine, webinars, podcasts, white papers, videos, and industry terminology, and hosts annual conferences, due diligence sessions, and networking events. The association also offers opportunities for committee participation, advocacy, awards, and editorial contributions, and monitors regulatory and legislative developments while engaging in lobbying efforts. Additionally, ADISA operates a foundation that offers college scholarships to support education within the alternative investment community.	Directeur/Bestuurslid	-

Alle actieve functies van Karlton Kleis

Eerdere bekende functies van Karlton Kleis

Bedrijven	Functie	Einde
Life Care Services LLC Life Care Services LLC Medical/Nursing ServicesHealth Services Provides senior living community and home health care services	Corporate Officer/Principal	-
DeWaay Investment Banking DeWaay Investment Banking Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
Wellmark, Inc. Wellmark, Inc. Life/Health InsuranceFinance Provides health insurance and related products & services	Comptroller/Controller/Auditor	-
ZEVRA THERAPEUTICS, INC.	Directeur/Bestuurslid	-

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Opleiding van Karlton Kleis

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Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit	8
Zevra Therapeutics, Inc. Zevra Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Develops, manufactures and markets proprietary prodrugs	Health Technology
Wellmark, Inc. Wellmark, Inc. Life/Health InsuranceFinance Provides health insurance and related products & services	Finance
Northwestern College (Iowa) Northwestern College (Iowa) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Iowa University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Life Care Services LLC Life Care Services LLC Medical/Nursing ServicesHealth Services Provides senior living community and home health care services	Health Services
DeWaay Investment Banking DeWaay Investment Banking Investment Banks/BrokersFinance Provides investment banking services	Finance
Legacy Bank (Altoona, Iowa) Legacy Bank (Altoona, Iowa) Regional BanksFinance Operates as a state chartered commercial bank	Finance
Alternative & Direct Investment Securities Association Alternative & Direct Investment Securities Association The Alternative & Direct Investment Securities Association (ADISA) is a professional trade association dedicated to alternative and direct investment securities. The private company is based in Indianapolis. It serves over 4,500 members, including attorneys, CPAs, broker-dealers, sponsors, lenders, mortgage brokers, real estate agents, registered investment advisors, and family office representatives, who are involved in alternative investment products such as non-traded REITs, business development companies, master limited partnerships, 1031 exchanges, energy interests, and equipment leasing programs. ADISA provides resources like a quarterly magazine, webinars, podcasts, white papers, videos, and industry terminology, and hosts annual conferences, due diligence sessions, and networking events. The association also offers opportunities for committee participation, advocacy, awards, and editorial contributions, and monitors regulatory and legislative developments while engaging in lobbying efforts. Additionally, ADISA operates a foundation that offers college scholarships to support education within the alternative investment community.