David Kaplan Email & Phone Number

Senior Advisory Operations Manager @ Savvy Wealth

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David Kaplan Location

New York, NY, US

David Kaplan Work

2026 - now Senior Advisory Operations Manager @ Savvy Wealth
2025 - 2026 Advisory Operations Manager @ Savvy Wealth
2021 - 2025 Senior Consultant @ Capco

2018 - 2021 Operations Manager @ Altfest Personal Wealth Management
2017 - 2018 Operations Specialist @ Altfest Personal Wealth Management
2015 - 2017 Fees Onboarding @ BlackRock
2013 - 2015 Advisory Operations @ Morgan Stanley
2008 - 2013 Institutional Wealth Management @ Morgan Stanley
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2007 - 2007 Private Wealth Management Intern @ Merrill Lynch
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David Kaplan Education

Boston University - School of Management

David Kaplan Skills

Billing
Microsoft Office
Performance Reporting

Operations Management
Third Party Vendor Management
PowerPoint
Business Analysis
Microsoft Excel
Business Process
Financial Analysis

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David Kaplan Summary

David Kaplan, based in New York, NY, US, is currently a Senior Advisory Operations Manager at Savvy Wealth. David Kaplan brings experience from previous roles at Savvy Wealth, Capco and Altfest Personal Wealth Management. David Kaplan holds a Boston University - School of Management. With a robust skill set that includes Billing, Microsoft Office, Performance Reporting, Operations Management, Third Party Vendor Management and more. David Kaplan has 4 emails and 5 mobile phone numbers on RocketReach.

David Kaplan Emails

Found 4 emails

David Kaplan Phone Numbers

Found 6 phone numbers

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David Kaplan

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Avon, CO, US
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Eric Hurkman

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David Weiner

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Steven Cherucheril

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Michael Most

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