Allison Kaplan Email & Phone Number
Chief Innovation Officer @ Pathstone
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Allison Kaplan Location
- Arlington, VA, US
Allison Kaplan Work
- 2023 - now Chief Innovation Officer @
- 2021 - 2023 Executive Managing Director @
- 2019 - 2021 Managing Director @
- 2016 - 2019 Director @
- 2016 - 2016 Director, Investment Strategy Group @ Convergent Wealth Advisors
- 2010 - 2016 Associate Director, Investment Strategy Group @ Convergent Wealth Advisors
- 2007 - 2009 Associate Director, Portfolio Analysis Group @ Convergent Wealth Advisors
- 2005 - 2007 Consulting Analyst @ Convergent Wealth Advisors
- 2002 - 2004 Innovation and Technology Group Associate @ Convergent Wealth Advisors
Allison Kaplan Education
- American University
Bachelor of Science (BS) (Finance and International Business)
1998 - 2002
Allison Kaplan Skills
- Financial Advisory
- Project Management
- Investment Strategies
- PowerPoint
- Due Diligence
- Risk Management
- Microsoft Excel
- Pertrac
- Morningstar Direct
- Quantitative Analytics
- Monte Carlo Simulation
- Employee Training
- Investment Advisory
- Financial Services
- Investment Management
Allison Kaplan Summary
- Allison Kaplan, based in Arlington, VA, US, is currently a Chief Innovation Officer at Pathstone. Allison Kaplan brings experience from previous roles at Pathstone, Pathstone Federal Street 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 has 3 emails and 2 mobile phone numbers on RocketReach.
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