Ann Kaplan Email & Phone Number
Wealth Planning Associate
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Ann Kaplan Location
- Bonita Springs, FL, US
Ann Kaplan Work
- 2026 - now Wealth Planning Associate @ The Metropolitan Group Wealth Advisors
- 2015 - 2026 President @
- 2011 - 2014 Auditor and QuickBooks Professional Advisor @
- 2010 - 2011 Chief Financial Officer @
- 2008 - 2010 Controller @
- 1997 - 2008 Controller and Accounting Trainer @ Rent A Genius
- 1996 - 1997 Senior Business Systems Analyst @
- 1995 - 1996 Senior Business Systems Analyst @
- 1991 - 1995 Regional Administrative Coordinator @ Living Center of America
- 1989 - 1990 Financial Analyst for a venture capital company @ Lothian Enterprises
- 1988 - 1988 Internal Auditor @
Ann Kaplan Education
- American University - Kogod School of Business
MSA (Accounting)
1991 - 1995 - UNC Kenan-Flagler Business School
BS (Business)
1985 - 1989
Ann Kaplan Summary
- Ann Kaplan, based in Bonita Springs, FL, US, is currently a Wealth Planning Associate at The Metropolitan Group Wealth Advisors. Ann Kaplan brings experience from previous roles at Rent A Genius, Stroemer and Company, LLC and Quality Life Center of Southwest Florida. Ann Kaplan holds a 1991 - 1995 MSA in Accounting @ American University - Kogod School of Business. Ann Kaplan has 1 emails and 1 mobile phone numbers on RocketReach.
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