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Kevin Kline Location
Oaks, PA, US
Kevin Kline Work
Executive Managing Director of Strategic Enterprise Relationships @ (July 2023 - Present)
Director - SEI Sphere @ (July 2021 - June 2023)
Director - SEI Private Trust Company @ (January 2019 - June 2021)
Co-Founder and Partner @ (September 2011 - January 2019)
Senior Vice President @ (February 2011 - September 2011)
Regional Vice President @ (January 2004 - February 2011)
Regional Director @ (September 2001 - December 2003)
Mutual Fund Manager @ (July 1998 - September 2001)
Kevin Kline Education
Saint Joseph's University
BA (Psychology)
1994-1998
La Salle College High School 1990-1994
Kevin Kline Skills
Series 7
Series 66
PA Life & Health
Investments
Alternative Investments
Mutual Funds
Wealth Management
Asset Allocation
Asset Managment
Investment Advisory
Retirement Planning
Strategic Financial Planning
Financial Advisory
Asset Management
Social Media
Leadership
Financial Analysis
Program Management
Sales
Pa Life and Health
Digital Marketing
Strategic Planning
Marketing Strategy
Software Development
Strategic Financial
Kevin Kline Summary
Kevin Kline, based in Oaks, PA, US, is currently a Executive Managing Director of Strategic Enterprise Relationships at SEI. Kevin Kline brings experience from previous roles at SEI, Market Access Partners and Coventry. Kevin Kline holds a 1994 - 1998 BA in Psychology @ Saint Joseph's University. With a robust skill set that includes Series 7, Series 66, PA Life & Health, Investments, Alternative Investments and more. Kevin Kline has 2 emails and 1 mobile phone numbers on RocketReach.
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