Allison Kaplan's Location

Arlington, VA, US

Allison Kaplan's Work

Allison Kaplan's Education

  • American University

    Bachelor of Science (BS) (Finance and International Business)

    1998 - 2002

Allison Kaplan's Skills

  • Financial Advisory
  • Project Management
  • Investment Strategies
  • PowerPoint
  • Due Diligence
  • Risk Management
  • Microsoft Excel
  • Pertrac
  • Morningstar Direct
  • Quantitative Analytics

Allison Kaplan's Summary

Allison Kaplan, based in Arlington, VA, US, is currently a Managing Director at Pathstone, bringing experience from previous roles at Pathstone and Convergent Wealth Advisors. Allison Kaplan holds a 1998 - 2002 Bachelor of Science (BS) in Finance and International Business @ American University. With a robust skill set that includes Financial Advisory, Project Management, Investment Strategies, PowerPoint, Due Diligence and more, Allison Kaplan contributes valuable insights to the industry. Allison Kaplan has 2 emails and 1 mobile phone number on RocketReach.

5 free lookups per month.
No credit card required.

If you need more lookups, subscriptions start at $39 USD/month.

Redirecting you to the search page.

If you're not automatically redirected, please click here

Not the Allison Kaplan you were looking for?

Find contact details for 700 million professionals.

Others Named Allison Kaplan

People Like Allison Kaplan

Top Pathstone Employees

How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups / month.
Search over 700 million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers (business & personal).
High Performer Summer 2022 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2
G2Crowd Trusted
300K+ Plugin Users