Greg Kaplan's Location
San Francisco, California, United States
Greg Kaplan's Work
- Director of Fixed Income @ City National Bank
- Managing Director - Tax Exempt Fixed Income @ City National Bank
- Senior Vice President @ City National Bank
- Portfolio Manager @ Robertson Stephens
- Portfolio Manager @ Mentor Investment Group
- Assistant Vice President @ Bank of America
- Financial Reviewer @ Prudential Financial
Greg Kaplan's Education
- Rutgers University
BS (Finance)
- Virginia Tech - Pamplin College of Business
MBA (Finance)
Greg Kaplan's Skills
- Capital Markets
- Portfolio Management
- Fixed Income
- Asset Managment
- Investments
- Credit Analysis
- Banking
- Private Banking
- Wealth Management
- Asset Management
Greg Kaplan's Summary
Greg Kaplan, based in San Francisco, California, United States, is currently a Director of Fixed Income at City National Bank, bringing experience from previous roles at City National Bank, Robertson Stephens and Mentor Investment Group. Greg Kaplan holds a BS in Finance @ Rutgers University. With a robust skill set that includes Capital Markets, Portfolio Management, Fixed Income, Asset Managment, Investments and more, Greg Kaplan contributes valuable insights to the industry. Greg Kaplan has 3 emails and 1 mobile phone number on RocketReach.
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