Bennett Kaplan Email & Phone Number
Financial Planner @ Great Path Planning
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Bennett Kaplan Location
- Charlotte, NC, US
Bennett Kaplan Work
- 2025 - now Financial Planner @
- 2024 - 2025 High Net Worth Senior Financial Advisor @
- 2022 - 2024 High Net Worth Financial Advisor @
- 2021 - 2022 Financial Advisor @
- 2020 - 2021 Asset Transfer Resolution Specialist @
- 2020 - 2020 Asset Transfer Specialist @
- 2019 - 2020 Brokerage Investment Professional @
- 2018 - 2019 Resident Advisor @
- 2018 - 2018 Intern @
- 2016 - 2017 Interfraternity Council Representative @
- 2017 - 2017 Intern @
- 2016 - 2016 Mover @
- 2016 - 2016 Communication Consultant @ Newton Highlands Congregational Church
- 2015 - 2015 Intern @ Lenox Hill Veterinarians
- 2012 - 2015 Nursery Assistant @ Newton Highlands Congregational Church
Bennett Kaplan Education
- Lafayette College
Bachelor of Arts - BA (Psychology)
2015 - 2019 - Queen Mary University of London
Study Abroad (Psychology, Business, Politics)
2018 - 2018 - Newton North High School 2011 - 2015
- Tufts University
(Veterinary Medicine)
2014 - 2014 - University of Massachusetts Amherst
(Sport and Fitness Administration/Management)
2013 - 2013
Bennett Kaplan Summary
- Bennett Kaplan, based in Charlotte, NC, US, is currently a Financial Planner at Great Path Planning. Bennett Kaplan brings experience from previous roles at Vanguard. Bennett Kaplan holds a 2015 - 2019 Bachelor of Arts - BA in Psychology @ Lafayette College. Bennett Kaplan has 1 emails on RocketReach.
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