David Kline's Location
Brookline, MA, US
David Kline's Work
- Private Wealth Advisor @ Integrated Financial Partners
- Account Executive and Sr. Account Executive @ Fidelity Investments
- Investment Representative @ Fidelity Investments
- Strategy and Planning @ Fidelity Investments
- Consultant @ Palladium/Balanced Scorecard Collaborative
- Consultant @ Accenture
David Kline's Education
- Babson F.W. Olin Graduate School of Business
MBA (Entrepreneurship)
2002 - 2004 - Union College
Bachelor of Science (Psychology, Economics)
1994 - 1998
David Kline's Skills
- Microsoft Office
- Financial Analysis
- Marketing Strategy
- Business Development
- Business Process Improvement
- Series 65
- Valuation
- Mutual Funds
- Project Management
- Financial Services
David Kline's Summary
David Kline, based in Brookline, MA, US, is currently a Private Wealth Advisor at Integrated Financial Partners, bringing experience from previous roles at Fidelity Investments and Palladium/Balanced Scorecard Collaborative. David Kline holds a 2002 - 2004 MBA in Entrepreneurship @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Microsoft Office, Financial Analysis, Marketing Strategy, Business Development, Business Process Improvement and more, David Kline contributes valuable insights to the industry. David Kline has 2 emails on RocketReach.
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ViewJohn Frongillo
Financial Planner and Wealth Manager at Integrated Financial Partners
Worcester, MA, US12 -
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