2021 -
now Vice President, M and A Transaction Solutions @
2018 -
2021 Account Manager @
2016 -
2018 Account Administrator and Analyst @
2012 -
2015 Investment Resource Consultant @
2012 -
2012 Financial Advisor Career Development @
Alex Kaplan Education
Westminster College (MO)
Bachelor of Arts
2008
-
2012
Alex Kaplan Skills
Leadership
Sales Process
PowerPoint
MS Excel
Windows
Sales
Investment Research
Communication
Relationship Management
Finance
Template
Outlook
Microsoft Office
Microsoft Word
Microsoft Excel
New Business Development
Training
Time Management
Customer Service
Financial Analysis
Teamwork
Phone Etiquette
Coaching
Research
Presentations
CRM
Alex Kaplan Summary
Alex Kaplan, based in St. Louis, MO, US, is currently a Vice President, M and A Transaction Solutions at Aon. Alex Kaplan brings experience from previous roles at Lockton Companies, Wells Fargo Advisors and Edward Jones. Alex Kaplan holds a 2008 - 2012 Bachelor of Arts @ Westminster College (MO). With a robust skill set that includes Leadership, Sales Process, PowerPoint, MS Excel, Windows and more. Alex Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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