Greg Kaplan Location
- San Jose, CA, US
Greg Kaplan Work
- 2026 - now Head of Middle Market DC @
- 2022 - now Board Member @
- 2022 - 2026 Head of Retirement Services | Practice Leader | EVP @
- 2017 - 2022 Leader of Strategic Finance and Operations @
- 2008 - 2016 Treasury Leader @
- 2007 - now Summer Analyst @
Greg Kaplan Education
- University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA) (Finance and Entrepreneurship/Entrepreneurial Studies)
Greg Kaplan Skills
- FX Derivatives
- Intercompany Transactions
- FX Options
- Portfolio Management
- Investments
- Bloomberg
- Cash Management
- Leadership
- Global Cash Management
- Derivatives
- Interest Rate Derivatives
- Financial Analysis
- Commodity
- Fixed Income
- Futures Trading
- Management
- Payments
- Equities
- Financial Modeling
- Asset Management
- Capital Markets
- Trading
- Treasury
- Emerging Markets
Greg Kaplan Summary
- Greg Kaplan, based in San Jose, CA, US, is currently a Head of Middle Market DC at WTW. Greg Kaplan brings experience from previous roles at The Saber Six Foundation, Newfront, Specialized Bicycle Components and Microsoft. Greg Kaplan holds a Bachelor of Business Administration (BBA) in Finance and Entrepreneurship/Entrepreneurial Studies @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes FX Derivatives, Intercompany Transactions, FX Options, Portfolio Management, Investments and more. Greg Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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