Eric Kaplan Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Eric Kaplan Location
- Wellesley, MA, US
Eric Kaplan Work
- 2002 -now Wealth Management Advisor, Senior Vice President @
- 2000 -2002 Financial Advisor, Vice President @ Spencer Clarke LLC
- 1997 -2000 Financial Advisor @ Prudential Securities Incorporated
Eric Kaplan Education
- Brandeis University
Bachelor's Degree
1995-1997 - Calhoun
High School Diploma/GED
1989-1993
Eric Kaplan Skills
- Management
- Banking
- Leadership
- Strategy
- Business Analysis
- Portfolio Management
- Underwriting
- Small Business Lending
- High Net Worth Individuals
Eric Kaplan Summary
- Eric Kaplan, based in Wellesley, MA, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Eric Kaplan brings experience from previous roles at Spencer Clarke LLC and Prudential Securities Incorporated. Eric Kaplan holds a 1995 - 1997 Bachelor's Degree @ Brandeis University. With a robust skill set that includes Management, Banking, Leadership, Strategy, Business Analysis and more. Eric Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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