Sally B. Kline
Plus aucun poste en cours
Profil
Ms. Kline joined Merrill Lynch in 1993 and has been in the investment industry for over 22 years.
She is a graduate of the University of Houston and received her PIA Program-Portfolio Manager Certification, from Executive Education Center at The Wharton School, University of Pennsylvania, where she also completed the Leadership Development program.
She received her Certified Financial Manager designation from the Donald T.
Reagan School of Management.
She works with individuals and businesses to organize and manage their wealth.
She believes client communication and consistent reviews are mandatory to reach client expectations.
She is currently serving as Vice President and is a member of the firms Circle of Excellence.
Anciens postes connus de Sally B. Kline
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Gestionnaire de Portefeuille-Actions | 30/06/2009 |
Formation de Sally B. Kline
| University of Houston | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
