2015 -now Chief Executive Officer @ Kaplan Fiduciary Group
2015 -2017 Senior Vice President @ T-I Trust Inc. (f/k/a First Bankers Trust Services, Inc.)
2014 -2015 Managing Director @ First Fiduciary Consulting Corp
2000 -2014 Senior Vice President @
1995 -2000 Vice President @
1990 -1995 Vice President @
Howard Kaplan Education
University of Florida - Warrington College of Business
Bachelor of Science (Business Admin, Finance)
1976-1980
Howard Kaplan Skills
ERISA
401k
Defined Benefit
Retirement
ESOP
Pensions
Retirement Planning
Investments
Asset Allocation
Wealth Management
Mutual Funds
Employee Benefits
Portfolio Management
Qualified Retirement Plans
Fixed Income
Retirement Plan Consulting
Fiduciary Services
Trustee
Fiduciary
Investment Management
Asset Management
Financial Services
Mergers & Acquisitions
Securities
Private Equity
Equities
Investment Advisory
Defined Contribution
Mergers
Relationship Management
Financial Advisory
Profit Sharing
Non-Qualified Deferred Compensation
Finance
Investment Strategies
Valuation
ETFs
Investment Advisory Services
Trust Services
Management
Due Diligence
Leadership
401(k) Retirement Savings Plans
Employee Stock Ownership Plan (ESOP)
Howard Kaplan Summary
Howard Kaplan, based in Atlanta, GA, US, is currently a Chief Executive Officer at Kaplan Fiduciary Group. Howard Kaplan brings experience from previous roles at T-I Trust Inc. (f/k/a First Bankers Trust Services, Inc.), First Fiduciary Consulting Corp, Reliance Trust Company and Wachovia, A Wells Fargo Company. Howard Kaplan holds a 1976 - 1980 Bachelor of Science in Business Admin, Finance @ University of Florida - Warrington College of Business. With a robust skill set that includes ERISA, 401k, Defined Benefit, Retirement, ESOP and more. Howard Kaplan has 1 emails and 3 mobile phone numbers on RocketReach.
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