Allison Kaplan's Location
Arlington, VA, US
Allison Kaplan's Work
- Managing Director @ Pathstone
- Director @ Pathstone
- Director, Investment Strategy Group @ Convergent Wealth Advisors
- Associate Director, Investment Strategy Group @ Convergent Wealth Advisors
- Associate Director, Portfolio Analysis Group @ Convergent Wealth Advisors
- Consulting Analyst @ Convergent Wealth Advisors
- Innovation and Technology Group Associate @ Convergent Wealth Advisors
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.
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