Matthew Kline
Investment Advisor Representative at Herbein + Company, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Washington DC-Baltimore Area
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Experience
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Herbein + Company, Inc.
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United States
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Accounting
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100 - 200 Employee
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Investment Advisor Representative
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May 2023 - Present
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Chesapeake Financial Advisors
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United States
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Investment Management
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1 - 100 Employee
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Financial Advisor
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Jun 2021 - May 2023
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Institutional Equity Reporting Director
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Aug 2018 - May 2021
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Fixed Income Reporting Associate
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Oct 2016 - Aug 2018
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Equity Derivatives Operations
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Jul 2014 - Oct 2016
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Education
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2012 - 2014
Saint Vincent College
Bachelor's degree, Finance, General -
2010 - 2011
Duquesne University
Finance, General
Community
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