Ann Kaplan Email & Phone Number
Wealth Planning Associate
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Ann Kaplan Location
- Bonita Springs, FL, US
Ann Kaplan Work
- Wealth Planning Associate @ The Metropolitan Group Wealth Advisors (June 2026 - Present)
- President @ (January 2015 - June 2026)
- Auditor and QuickBooks Professional Advisor @ (January 2011 - December 2014)
- Chief Financial Officer @ (February 2010 - January 2011)
- Controller @ (June 2008 - January 2010)
- Controller and Accounting Trainer @ Rent A Genius (October 1997 - June 2008)
- Senior Business Systems Analyst @ (September 1996 - October 1997)
- Senior Business Systems Analyst @ (December 1995 - July 1996)
- Regional Administrative Coordinator @ Living Center of America (August 1991 - December 1995)
- Financial Analyst for a venture capital company @ Lothian Enterprises (September 1989 - June 1990)
- Internal Auditor @ (May 1988 - September 1988)
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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