Alex Kline Email & Phone Number
Senior Vice President
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Alex Kline Location
- Glenshaw, PA, US
Alex Kline Work
- 2011 -now Senior Vice President @ Duncan Financial Group
- 2007 -2011 Wealth Management Team Leader @
- 2000 -2007 VP Retirement Services @ Sky Bank
- 1985 -2000 President @ M&E Investment Group
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
- Series 63
- Banking
- Pensions
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Cross Selling
- Investments
- Series 6
- 401k
- Asset Managment
- Wealth Management
- Life Insurance
- Mutual Funds
- Investment Strategies
- Strategic Financial Planningn
- Coaching
- Health Insurance
- Commercial Lending
- Retirement
- Series 7
- Securities
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 Series 63, Banking, Pensions, Insurance, Retirement Planning and more. Alex Kline has 1 emails and 4 mobile phone numbers on RocketReach.
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