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 @ Merrill Lynch
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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

see less

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 2 mobile phone numbers on RocketReach.

Eric Kaplan Emails

Found 2 emails

Eric Kaplan Phone Numbers

Found 4 phone numbers

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