Head Trader
Current
Self Employed
- Research stocks for weekly option trades.- Calculate daily performance in Excel
Jul 2016 - Present
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David Kling Email & Phone Number
Head Trader
at
Self Employed
LinkedIn matched
✓ Verified August 2026
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Current company
Self Employed
Role
Head Trader
Location
New York City Metropolitan Area, United States
Who is David Kling? Overview
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Quick answer
David Kling is listed as Head Trader at Self Employed, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for David Kling.
David Kling previously worked as Portfolio Administrator at Select Equity Group, L.P. and Senior Vice President Operations and Information Services at Fox Asset Management (Eaton Vance Subsidiary). David Kling holds Data Science Certificate from Rutgers University–New Brunswick.
Profile bio
About David Kling
I am a committed and dependable individual that works well in a team environment. I can be described as a reliable, well-organized and problem solving individual. I can focus on a singular task, while keeping the big picture in mind. I am recognized as a tireless worker who thinks creatively and is detail oriented. I possess the flexibility to adeptly adjust to evolving environments and varying responsibilities. Armed with an excellent work ethic and leadership skills, I believe I would be a great asset to any firm.
Listed skills include Leadership, Gap Analysis, Pandas, Powerpoint, and 43 others.
Current workplace
David Kling's current company
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Self Employed
3 roles
David Kling work experience
A career timeline built from the work history available for this profile.
Portfolio Administrator
• Responsible for client quarterly reporting, billing, performance history updates, account performance dispersion calculation and hedge fund reconciliation for sixty-six accounts.• Act as Technology and Finance liaison for group, which led to better communication between the groups. Decreased processing errors by 50% and decreased IT response time by 25%.• Assist is answering third party administrators’ questions and resolving issues.• Converted Axys from single currency to a multicurrency system.• Assisted in converting from Advent Moxy to Linedata’s Longview Trading System.• Acted as Business Analyst for Linedata Compliance implementation.• Created operations manual.• Created several custom reports, macros and scripts for controls and to help other administrators perform their daily tasks more easily.• Performed daily DTCC settlements.• Automated proxy and OTC reconciliation through a third party. Decreasing proxy reconciliation time by over 75%
Jul 2006 - Jun 2016
Senior Vice President Operations And Information Services
Fox Asset Management (Eaton Vance Subsidiary)
• Responsible for the oversight of the following areas: Operations (Institutional and Wrap), IT, Records Management and Performance reporting.• Reduced the reconciliation time by 60% by establishing automated feeds from custodians.• Assisted in creating firm’s business continuity plan.• Oversaw annual AIMR verification process..• Created and maintained 19 Institutional and 5 SMA composites to cover complete line of Fox’s Value management style (Large Cap, Small Cap, Mid Cap, Fixed Income and Balanced) to maintain AIMR(GIPS) compliance.• Supervised the daily processing of trades, corporate actions and cash flows.• Managed the work load for 5 employees.• Worked on annual budget.• Administered employee reviews.• Created policies and procedures for the Operations Department.• Reviewed advertising for compliance.• Calculated SMA revenue for the firm.
Dec 2001 - Jul 2006
4 education records
David Kling education
Data Science Certificate
Bachelor’S Degree, Economics
Bachelor’S Degree, History
Education record
Livingston High School
FAQ
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Quick answers generated from the profile data available on this page.
What company does David Kling work for?
David Kling works for Self Employed.
What is David Kling's role at Self Employed?
David Kling is listed as Head Trader at Self Employed.
Where is David Kling based?
David Kling is based in New York City Metropolitan Area, United States while working with Self Employed.
What companies has David Kling worked for?
David Kling has worked for Self Employed, Select Equity Group, L.P., and Fox Asset Management (Eaton Vance Subsidiary).
How can I contact David Kling?
You can use AeroLeads to view verified contact signals for David Kling at Self Employed, including work email, phone, and LinkedIn data when available.
What schools did David Kling attend?
David Kling holds Data Science Certificate from Rutgers University–New Brunswick.
What skills is David Kling known for?
David Kling is listed with skills including Leadership, Gap Analysis, Pandas, Powerpoint, Fixed Income, Data Wrangling, Data Analysis, and Sqlalchemy.
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