Meet
Our Team

Rick Klein

SVP, Client Insight Consultant


As an accomplished financial professional, Rick is a unique resource as a Client Insight Consultant offering a tenant’s perspective to the real estate process.

Why is a “Client Insight Consultant” valuable to our clients?  They can benefit from Rick’s success in navigating complex real estate decisions and use it to their advantage.  He knows the pressure of being responsible for the success of an organization, and provides strategy on the day-to-day challenges of leading a real estate project, gaining internal board approval, understanding complicated financial issues, and much more.

EXPERIENCE

Rick was previously Senior Vice President – Finance and Administration, Treasurer & Chief Financial Officer at the National Association of Manufacturers (NAM). At the NAM his responsibilities included accounting, financial reporting, budget, investments, human resources, information technology, real estate and facility management, insurance and meetings management as well as board relations (Finance and Audit Committees). Prior to the NAM, he was the Chief Financial Officer & Treasurer of the American Council of Life Insurers (ACLI).

He has also served as CFO in venture capital backed technology companies and held senior financial positions at Bombardier/Florida Overland Express. Earlier in his career Rick served as Treasurer of the National Railroad Passenger Corporation (Amtrak) and began his career at the Marriott Corporation working as a Tax Accountant.

INDUSTRY FOCUS

In his various roles as CFO, Rick has lead teams with lease negotiations, build-out strategies and office moves as well as internal board strategies needed for consensus and approval. He also developed and led negotiations for the financing of a major commercial rehabilitation.    

EDUCATION, PROFESSIONAL AFFILIATIONS AND COMMUNITY WORK

Rick holds a Bachelor of Business Administration in Accounting degree from James Madison University in Harrisonburg Virginia and completed the Program for Management & Development at the Harvard Business School and is a Certified Cash Manager (CCM). He serves on the Financial Planning Board and Audit Committee of the American Speech-Language-Hearing Association (ASHA) and the Board of Directors and Finance Committee at Casey Trees a 501(c)(3) not-for-profit working to protect Washington DC’s tree canopy.   He has also served on the Washington DC Police Foundation Board of Trustees, the board of the Financial Executives International DC Chapter, and the West Nottingham Academy Board of Trustees.

He lives in Potomac, Maryland with his wife and has two grown children.