The Speakman Financial Group
Current
Aug 2021 - Present
AeroLeads people directory · profile
Dave Kline, Cfp® Email & Phone Number
The Speakman Financial Group
at
The Speakman Financial Group
1 work email found
@bnymellonwealthmanagement.com
2 phones found area 412
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
The Speakman Financial Group
Location
Imperial, Pennsylvania, United States
Company size
Who is Dave Kline, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dave Kline, Cfp® is listed as The Speakman Financial Group at The Speakman Financial Group, a with 7 employees, based in Imperial, Pennsylvania, United States. AeroLeads shows a work email signal at bnymellonwealthmanagement.com, phone signal with area code 412, and a matched LinkedIn profile for Dave Kline, Cfp®.
Dave Kline, Cfp® previously worked as Portfolio Analyst at Bny Mellon Wealth Management and Securities Operations Specialist II- Reconciliation at Bny Mellon Wealth Management. Dave Kline, Cfp® holds Bachelor Of Science In Business Administration (B.S.B.A.), Finance from University Of Pittsburgh.
Company email context
Email format at The Speakman Financial Group
This section adds company-level context without repeating Dave Kline, Cfp®'s masked contact details.
*@bnymellonwealthmanagement.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dave Kline, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Dave Kline, Cfp®
• 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.
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, and 8 others.
Current workplace
Dave Kline, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
The Speakman Financial Group
8 roles
Dave Kline, Cfp® work experience
A career timeline built from the work history available for this profile.
Portfolio Analyst
Apr 2018 - Jul 2021
Securities Operations Specialist Ii- Reconciliation
Aug 2016 - Mar 2018
Administrative Assistant
Completing any and all administrative tasks and assisting the business office with expense reports and other documents.
Jun 2014 - May 2016
Financial Controls Analysis Intern
Fedex Ground
May 2015 - Dec 2015
Finance Intern
London Marriott West India Quay
Completing 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.
Jan 2014 - Apr 2014
Bartender, Server, Busser
Stonepepper'S Grill
Ensuring customer satisfaction, managing customer complaints, coordinating among employees, and earning promotion through manager satisfaction.
Apr 2011 - Aug 2013
Corps Member
Facilitating 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.
Sep 2012 - Apr 2013
2 education records
Dave Kline, Cfp® education
Bachelor Of Science In Business Administration (B.S.B.A.), Finance
Education record
West Allegheny Senior High School
FAQ
Frequently asked questions about Dave Kline, Cfp®
Quick answers generated from the profile data available on this page.
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 Speakman Financial Group?
Dave Kline, Cfp® is listed as The Speakman Financial Group at The Speakman Financial Group.
What is Dave Kline, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bnymellonwealthmanagement.com for Dave Kline, Cfp® at The Speakman Financial Group.
What is Dave Kline, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 412 for Dave Kline, Cfp® at The Speakman Financial Group.
Where is Dave Kline, Cfp® based?
Dave Kline, Cfp® is based in Imperial, Pennsylvania, United States while working with The Speakman Financial Group.
What companies has Dave Kline, Cfp® worked for?
Dave Kline, Cfp® has worked for The Speakman Financial Group, Bny Mellon Wealth Management, Pittsburgh Supercomputing Center, Fedex Ground, and London Marriott West India Quay.
Who are Dave Kline, Cfp®'s colleagues at The Speakman Financial Group?
Dave Kline, Cfp®'s colleagues at The Speakman Financial Group include Charlene Logan, Cfs, Chfc, Clu and Paula Abramovitz.
How can I contact Dave Kline, Cfp®?
You can use AeroLeads to view verified contact signals for Dave Kline, Cfp® at The Speakman Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Dave Kline, Cfp® attend?
Dave Kline, Cfp® holds Bachelor Of Science In Business Administration (B.S.B.A.), Finance from University Of Pittsburgh.
What skills is Dave Kline, Cfp® known for?
Dave Kline, Cfp® is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Powerpoint, English, Windows, and Teaching.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Dave Kline, Cfp® you were looking for.
David Kline CFP®
3 email domains