Eric Kaplan's Location
Wellesley, MA, US
Eric Kaplan's Work
- Wealth Management Advisor, Senior Vice President @ Merrill Lynch
- Financial Advisor, Vice President @ Spencer Clarke LLC
- Financial Advisor @ Prudential Securities Incorporated
Eric Kaplan's Education
- Brandeis University
Bachelor's Degree
1995 - 1997 - Calhoun
High School Diploma/GED
1989 - 1993
Eric Kaplan's Skills
- Management
- Banking
- Leadership
- Strategy
- Business Analysis
- Portfolio Management
- Underwriting
- Small Business Lending
- High Net Worth Individuals
Eric Kaplan's Summary
Eric Kaplan, based in Wellesley, MA, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management, bringing 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 contributes valuable insights to the industry. Eric Kaplan has 2 emails and 1 mobile phone number on RocketReach.
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