Chelsey Kaplan Email & Phone Number
Vice President @ IFM Investors
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Chelsey Kaplan Location
- New York, NY, US
Chelsey Kaplan Work
- Vice President @ (July 2020 - Present)
- Relationship Manager @ (November 2017 - July 2020)
- Vice President, Distribution - Regional Sales Manager @ (April 2017 - November 2017)
- Associate, Distribution @ (May 2014 - April 2017)
- Analyst, Institutional Clients Group @ (June 2011 - May 2014)
- Summer Analyst, Issuer Services Agency and Trust Sales @ (June 2010 - August 2010)
- Operation and Production Intern @ Project Global Tradeshow (May 2009 - August 2009)
Chelsey Kaplan Education
- Cornell University
B.S. (Applied Economics and Management, concentrations in finance and entrepreneurship)
2007-2011
Chelsey Kaplan Skills
- Social Media
- Microsoft Excel
- Microsoft Office
- Project Management
- Sales Presentations
- Bloomberg
- Corporate Trust
- Financial Analysis
- Finance
- Securities
- Asset Management
- PowerPoint
- Research
- Financial Modeling
- Investments
- Trading
- Microsoft PowerPoint
Chelsey Kaplan Summary
- Chelsey Kaplan, based in New York, NY, US, is currently a Vice President at IFM Investors. Chelsey Kaplan brings experience from previous roles at IFM Investors, BNY Mellon, Credit Suisse and Citi. Chelsey Kaplan holds a 2007 - 2011 B.S. in Applied Economics and Management, concentrations in finance and entrepreneurship @ Cornell University. With a robust skill set that includes Social Media, Microsoft Excel, Microsoft Office, Project Management, Sales Presentations and more. Chelsey Kaplan has 2 emails and 2 mobile phone numbers on RocketReach.
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