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Alex Kline Location
Glenshaw, PA, US
Alex Kline Work
Senior Vice President @ Duncan Financial Group (December 2011 - Present)
Wealth Management Team Leader @ (July 2007 - November 2011)
VP Retirement Services @ Sky Bank (July 2000 - July 2007)
President @ M&E Investment Group (September 1985 - July 2000)
Alex Kline Education
Indiana University of Pennsylvania
BA (Economics)
1980-1983
Shaler Area High School
High School Diploma (College/University Preparatory and Advanced High School/Secondary Diploma Program)
1975-1979
Alex Kline Skills
401k
Asset Managment
Banking
Coaching
Commercial Lending
Cross Selling
Health Insurance
Insurance
Investment Strategies
Investments
Life Insurance
Mutual Funds
Pensions
Portfolio Management
Retirement
Retirement Planning
Sales
Securities
Series 6
Series 63
Series 7
Strategic Financial Planningn
Wealth Management
Alex Kline Summary
Alex Kline, based in Glenshaw, PA, US, is currently a Senior Vice President at Duncan Financial Group. Alex Kline brings experience from previous roles at Huntington National Bank, Sky Bank and M&E Investment Group. Alex Kline holds a 1980 - 1983 BA in Economics @ Indiana University of Pennsylvania. With a robust skill set that includes 401k, Asset Managment, Banking, Coaching, Commercial Lending and more. Alex Kline has 1 emails and 4 mobile phone numbers on RocketReach.
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