Dave Kline, Cfp® Email and Phone Number
Dave Kline, Cfp® work email
- Valid
Dave Kline, Cfp® personal email
Dave Kline, Cfp® phone numbers
• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The Speakman Financial Group
View- Website:
- speakmanfinancial.com
- Employees:
- 7
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The Speakman Financial GroupThe Speakman Financial Group Aug 2021 - PresentPittsburgh, Pennsylvania, United States
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Portfolio AnalystBny Mellon Wealth Management Apr 2018 - Jul 2021Pittsburgh, Pennsylvania -
Securities Operations Specialist Ii- ReconciliationBny Mellon Wealth Management Aug 2016 - Mar 2018Pittsburgh, Pa
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Administrative AssistantPittsburgh Supercomputing Center Jun 2014 - May 2016Carnegie Mellon UniversityCompleting any and all administrative tasks and assisting the business office with expense reports and other documents. -
Financial Controls Analysis InternFedex Ground May 2015 - Dec 2015Moon Township, Pa
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Finance InternLondon Marriott West India Quay Jan 2014 - Apr 2014London, United KingdomCompleting a reconciliation between Micros and Opera systems, updating the daily E-Audit pack, verifying proper foreign currency exchanges, and assisting the Finance staff with daily operations.
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Bartender, Server, BusserStonepepper'S Grill Apr 2011 - Aug 2013Settlers Ridge, PaEnsuring customer satisfaction, managing customer complaints, coordinating among employees, and earning promotion through manager satisfaction.
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Corps MemberJumpstart Sep 2012 - Apr 2013Pittsburgh, PennsylvaniaFacilitating the literacy skills of preschoolers living in low income areas, preparing three to five year olds for subsequent schooling through coordination and communication between family, teachers, and fellow Corp members.
Dave Kline, Cfp® Skills
Dave Kline, Cfp® Education Details
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Finance -
West Allegheny Senior High School
Frequently Asked Questions about Dave Kline, Cfp®
What company does Dave Kline, Cfp® work for?
Dave Kline, Cfp® works for The Speakman Financial Group
What is Dave Kline, Cfp®'s role at the current company?
Dave Kline, Cfp®'s current role is The Speakman Financial Group.
What is Dave Kline, Cfp®'s email address?
Dave Kline, Cfp®'s email address is da****@****ent.com
What is Dave Kline, Cfp®'s direct phone number?
Dave Kline, Cfp®'s direct phone number is +141271*****
What schools did Dave Kline, Cfp® attend?
Dave Kline, Cfp® attended University Of Pittsburgh, West Allegheny Senior High School.
What are some of Dave Kline, Cfp®'s interests?
Dave Kline, Cfp® has interest in Playing The Guitar, Playing Soccer, Singing.
What skills is Dave Kline, Cfp® known for?
Dave Kline, Cfp® has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Powerpoint, English, Windows, Teaching, Public Speaking, Data Analysis, Communication, Event Planning.
Who are Dave Kline, Cfp®'s colleagues?
Dave Kline, Cfp®'s colleagues are Charlene Logan, Cfs, Chfc, Clu, Paula Abramovitz.
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