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 3 mobile phone numbers on RocketReach.
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