Howard Kaplan Location
Atlanta, GA, US
Howard Kaplan Work
- 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 @ Reliance Trust Company an FIS Company
- 1995 - 2000 Vice President @ Wells Fargo
- 1990 - 1995 Vice President @ Bank of America
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
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 2 mobile phone numbers on RocketReach.
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