Senior Operations Manager @ Pension Planning Consultants Inc. (January 2021 - December 2025)
Manager and President @ (September 2018 - December 2025)
Vice President - Operations @ (January 2010 - August 2018)
Treasurer @ Casa Buena HOA (February 2011 - March 2016)
Client Service Executive @ (February 2005 - January 2010)
Director of Operations @ Beneco, Inc. (January 2004 - February 2005)
Director Client Relations @ Beneco, Inc. (October 2003 - January 2004)
Vice President Sales Marketing @ Beneco, Inc. (August 1999 - October 2003)
Marketing Manager @ Karl Strauss Brewing Company (February 1995 - July 1999)
President @ Synergy Plus, Inc. (June 1987 - February 1995)
Joel Kline Education
Arizona State University
Bachelor of Science (B.S.) (Business Administration, Management and Operations)
1980-1985
Joel Kline Skills
CRM
Employee Benefits
Process Improvement
Strategic Planning
Strategy
Program Management
Leadership
New Business Development
Microsoft Excel
Team Building
Entrepreneurship
Analysis
Performance Management
Training
Policy
Vendor Management
Business Planning
Marketing Strategy
Salesforce.com
Customer Service
Insurance
Advertising
Data Analysis
Project Management
Team Leadership
Sales
Selling
Finance
Executive Management
Business Analysis
Consulting
Integration
Software Documentation
Management
Marketing
Time Management
Business Development
Financial Services
Budgeting
Account Management
Business Strategy
Scrum
Software Development
Software Project Management
Software Design
JIRA
Agile Application Development
Agile Project Management
Sales Management
Marketing Communications
Joel Kline Summary
Joel Kline, based in Scottsdale, AZ, US, is currently a Senior Operations Manager at Daybright Financial. Joel Kline brings experience from previous roles at Pension Planning Consultants Inc., NSG Services, LLC, Boyce & Associates, Inc. and Casa Buena HOA. Joel Kline holds a 1980 - 1985 Bachelor of Science (B.S.) in Business Administration, Management and Operations @ Arizona State University. With a robust skill set that includes CRM, Employee Benefits, Process Improvement, Strategic Planning, Strategy and more. Joel Kline has 5 emails and 4 mobile phone numbers on RocketReach.
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