Heather Kline Location
Mission, KS, US
Heather Kline Work
- 2023 - now Senior Family Office Advisor @ Moneta Group
- 2019 - 2023 Chief Client Officer (Sr. Relationship and Trust Officer) @ Chinquapin Trust Company / Hallmark Cards
- 2016 - 2019 Director of Accounting @ Chinquapin Trust Company
- 2015 - 2016 Director of Accounting @ GBW Railcar Services
- 2009 - 2015 Executive Consultant @ Velocity Solutions
- 2008 - 2009 Business Development Manager-Sales @ Sheshunoff Consulting + Solutions
- 2005 - 2008 National Channel Manager and Regional Director of Sales @ TranDotCom Solutions
- 2002 - 2005 Financial Controller and Tax and Insurance Manager @ Seiko Instruments USA
- 1999 - 2002 Financial Controller @ Trammell Crow Company
- 1995 - 1999 Owner @ Heather J Kline, CPA
Heather Kline Education
- Texas McCombs School of Business
BBA (Accounting)
- Texas McCombs School of Business
- Certified Public Accountant, Texas State Board of Public Accountancy
- Sanderson High School, Raleigh, NC
- South Garland High School, Dallas, TX
Heather Kline Skills
- Creativity & Innovation
- Collaborative Leadership
- Problem Solving
- Wealth Management Services
- Wealth Preservation Planning
- Financial Accounting
- Account Management
- Banking
- Loans
- Finance
Heather Kline Summary
Heather Kline, based in Mission, KS, US, is currently a Senior Family Office Advisor at Moneta Group. Heather Kline brings experience from previous roles at Chinquapin Trust Company / Hallmark Cards, Chinquapin Trust Company, GBW Railcar Services and Velocity Solutions. Heather Kline holds a BBA in Accounting @ Texas McCombs School of Business. With a robust skill set that includes Creativity & Innovation, Collaborative Leadership, Problem Solving, Wealth Management Services, Wealth Preservation Planning and more. Heather Kline has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Moneta Group Employees
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Keith Bowles
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Lisa Bedell
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Adam Kruger
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Amanda Barrale
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Mike Torney
Partner at Moneta Group
St. Louis, MO, US22
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