Stephen Kline

Stephen Kline

Data Operations Senior Associate @ WealthForge

About Stephen Kline

Stephen Kline is a Data Operations Senior Associate at WealthForge, with a diverse background in sales and marketing across various companies. He holds an MBA from William & Mary and a BS from George Mason University.

Work at WealthForge

Stephen Kline currently serves as a Data Operations Senior Associate at WealthForge. He has been in this role since 2022, contributing to the company's data management and operational processes. His position involves analyzing data to support business decisions and improve operational efficiency.

Previous Experience

Before joining WealthForge, Stephen Kline held several positions at Ferguson Enterprises. He worked as MRO Inside Sales from 2013 to 2015, followed by MRO Outside Sales from 2015 to 2017. He then transitioned to Commercial/Mechanical Inside Sales from 2017 to 2019, and served as Branch Manager from 2019 to 2020. Additionally, he worked as a Product Marketing Associate at Ninety.io from 2020 to 2022.

Education and Expertise

Stephen Kline earned a Master of Business Administration (MBA) from William & Mary – Raymond A. Mason School of Business, completing his studies from 2020 to 2022. He also holds a Bachelor of Science (BS) in Business, Management, Marketing, and Related Support Services from George Mason University, where he studied from 2009 to 2013.

Early Career and Internships

Stephen Kline began his career as an intern at John Hancock Financial Network, where he worked for five months in 2012 to 2013. He also served as the Photography and Design Editor for the George Mason University Broadside from 2011 to 2013, gaining experience in visual communication and design.

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