Heather Kline Email & Phone Number
Senior Family Office Advisor @ Moneta Group
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Heather Kline Location
- Mission, KS, US
Heather Kline Work
- 2023 -now Senior Family Office Advisor @
- 2019 -2023 Chief Client Officer (Sr. Relationship and Trust Officer) @ Chinquapin Trust Company / Hallmark Cards
- 2016 -2019 Director of Accounting @
- 2015 -2016 Director of Accounting @
- 2009 -2015 Executive Consultant @
- 2008 -2009 Business Development Manager-Sales @
- 2005 -2008 National Channel Manager and Regional Director of Sales @
- 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
- 1990 -1995 Financial Controller - International Subsidiaries @
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
- Strategic Planning
- Risk Management
- Sales
- Competitive Analysis
- Credit
- Business Development
- New Business Development
- Forecasting
- Process Improvement
- Accounting
- Portfolio Management
- Management
- Financial Analysis
- Leadership
- Financial Reporting
- Business Analysis
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 5 mobile phone numbers on RocketReach.
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