Greg Kaplan Email & Phone Number
Head of Middle Market DC @ Willis
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Greg Kaplan Location
- San Jose, CA, US
Greg Kaplan Work
- Head of Middle Market DC @ (May 2026 - Present)
- Board Member @ (October 2022 - Present)
- Head of Retirement Services | Practice Leader | EVP @ (October 2022 - May 2026)
- Leader of Strategic Finance and Operations @ (January 2017 - October 2022)
- Treasury Leader @ (July 2008 - December 2016)
- Summer Analyst @ (January 2007 - January 2007)
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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