Heather Kline Email & Phone Number
Senior Family Office Advisor @ Moneta Group
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Heather Kline Location
- Mission, KS, US
Heather Kline Work
- Senior Family Office Advisor @ (April 2023 - Present)
- Chief Client Officer (Sr. Relationship and Trust Officer) @ Chinquapin Trust Company / Hallmark Cards (January 2019 - February 2023)
- Director of Accounting @ (November 2016 - January 2019)
- Director of Accounting @ (November 2015 - July 2016)
- Executive Consultant @ (January 2009 - October 2015)
- Business Development Manager-Sales @ (March 2008 - September 2009)
- National Channel Manager and Regional Director of Sales @ (January 2005 - March 2008)
- Financial Controller and Tax and Insurance Manager @ Seiko Instruments USA (January 2002 - January 2005)
- Financial Controller @ Trammell Crow Company (January 1999 - January 2002)
- Owner @ Heather J Kline, CPA (January 1995 - January 1999)
- Financial Controller - International Subsidiaries @ (January 1990 - January 1995)
Heather Kline Education
- Sanderson High School, Raleigh, NC
- Texas McCombs School of Business
BBA (Accounting)
- Certified Public Accountant, Texas State Board of Public Accountancy
- South Garland High School, Dallas, TX
- Westwood HIgh School, Austin, 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 Sanderson High School, Raleigh, NC. 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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