Jack Kaplan Location
West Palm Beach, FL, US
Jack Kaplan Work
- 2019 - now Retired @ Financial Services Company
- 2018 - now Senior Financial Advisor @ Financial Services Company
- 2015 - now Sr.V.P.-Planning and Branch Office Manager @ Intracoastal Family Office, LLC at Mora Wealth Management, LLC
- 2009 - 2014 Director-Strategy @ Intracoastal Family Office, LLC at Capital Guardian LLC
- 1977 - 2009 V.P.- Financial Consultant @ Morgan Stanley
- 1976 - 1977 Consultant @ Self Employed
- 1971 - 1973 Assistant Program Manager, Title 3, Higher Education Act of 1965[as amended] @ U.S. Office of Education, Bureau of Higher Education, Division of CollegeSupoort
- 1970 - 1971 U.S. Office of Education Fellow @ U.S. Office of Education, Bureau of Higher Education, Division of College Suppor
- 1968 - 1970 Assistant Dean of Students @ The University of Texas School of Law
- 1966 - 1968 Financial Aid Counselor and Director of Student Financial Aid @ Hunter College of The City University of New York
Jack Kaplan Education
- New York University
Doctor of Philosophy (Ph.D.) (Counseling the College Student [A Custom-Designed Program])
1966 - 1970 - New York University
Master of Arts (M.A.) (College Student Personnel Administration)
1965 - 1966 - The University of Vermont, Burlington, VT
Graduate Courses (Social and Behavioral Sciences)
1963 - 1965
- Brooklyn College of the City University of New York, Brooklyn, NY
Bachelor of Arts (Political Science and Government)
1959 - 1963
Jack Kaplan Skills
- Business Development
- Training
- Sales
- Program Management
- Leadership
- Customer Service
- Higher Education
- Communication
- Research
- Management
Jack Kaplan Summary
Jack Kaplan, based in West Palm Beach, FL, US, is currently a Retired at Ameriprise Financial Services, Inc.. Jack Kaplan brings experience from previous roles at Ameriprise Financial Services, Inc., Intracoastal Family Office, LLC at Mora Wealth Management, LLC, Intracoastal Family Office, LLC at Capital Guardian LLC and Smith Barney. Jack Kaplan holds a 1966 - 1970 Doctor of Philosophy (Ph.D.) in Counseling the College Student [A Custom-Designed Program] @ New York University. With a robust skill set that includes Business Development, Training, Sales, Program Management, Leadership and more. Jack Kaplan has 2 emails on RocketReach.
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