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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