Ann Kaplan Email & Phone Number
Partner @ Circle Wealth Management, LLC
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Ann Kaplan Location
- New York, NY, US
Ann Kaplan Work
- now Partner @
- 2003 - now Chair @
- 1977 - 2003 Partner @
Ann Kaplan Education
- Columbia University in the City of New York
Master of Business Administration (MBA) (Finance, General)
1976 - 1977 - Smith College
Bachelor's degree (Political Science)
Ann Kaplan Skills
- Leadership
- Investments
- Risk Management
- Asset Management
- Nonprofits
- Public Speaking
- Negotiation
- Research
- Strategic Planning
- Financial Analysis
- Strategy
- Microsoft Office
- Management
- Project Management
Ann Kaplan Summary
- Ann Kaplan, based in New York, NY, US, is currently a Partner at Circle Wealth Management, LLC. Ann Kaplan brings experience from previous roles at Circle Financial Group, LLC and Goldman Sachs. Ann Kaplan holds a 1976 - 1977 Master of Business Administration (MBA) in Finance, General @ Columbia University in the City of New York. With a robust skill set that includes Leadership, Investments, Risk Management, Asset Management, Nonprofits and more. Ann Kaplan has 2 emails and 4 mobile phone numbers on RocketReach.
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Top Circle Wealth Management, LLC Employees
Susan Deegan-Feeley
Director, Client Services
New York, NY, US
Lindsay Cherashore
Director
New York, NY, US
Theo Cambilis
Senior Director
Bridgewater, NJ, US
Matthew Lange
Vice President, Finance and Reporting
New York, NY, US
Maddie S
Chief Of Staff
New York, NY, US
Connor Mullin
Associate, Finance and Reporting
New York, NY, US
Adam Cornwall
Analyst
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Anelise Sedlock
Associate
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