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Kevin Kline

Kevin is a Financial Services Sales Executive with a proven track record of establishing and cultivating strategic partnerships in the investment, insurance, trust, legal, and accounting communities. He specializes in originating and distributing products and solutions, focusing on building strong client relationships and utilizing strategic sales processes.

Kevin's experience includes founding a start-up investment banking firm and helping create successful corporate sales and business development teams. He previously worked on the SPTC team at SEI, where he was responsible for strategic goals and initiatives that were focused on continuous improvement, change management, process automation, tech optimization, and data strategy.