Team Leader - Equity and Commodity Analytics @ (April 2025 - December 2025)
Team Leader - Portfolio Analytics @ (January 2024 - April 2025)
Team Leader- Fixed Income Analytics @ (May 2023 - January 2024)
Senior Equity Specialist @ (August 2022 - May 2023)
Equity Specialist @ (March 2022 - August 2022)
Financial Product Analyst @ (November 2021 - March 2022)
Analyst, FP and A @ (April 2021 - October 2021)
Summer Analyst @ (June 2020 - September 2020)
External Vice President @ (September 2018 - May 2020)
Remote Finance Analyst @ (September 2019 - January 2020)
Finance Intern @ (June 2019 - August 2019)
Intern @ (June 2018 - August 2018)
Mathematics and English Tutor @ (January 2016 - July 2016)
Jacob Kaplan Education
Lehigh University College of Business
Bachelor of Science - BS (Finance)
2017-2021
IES Abroad 2020-2020
Jacob Kaplan Skills
Critical Thinking
Leadership
Microsoft Excel
Microsoft PowerPoint
Teamwork
Jacob Kaplan Summary
Jacob Kaplan, based in United States, is currently a Enterprise Account Manager at Bloomberg. Jacob Kaplan brings experience from previous roles at Bloomberg. Jacob Kaplan holds a 2017 - 2021 Bachelor of Science - BS in Finance @ Lehigh University College of Business. With a robust skill set that includes Critical Thinking, Leadership, Microsoft Excel, Microsoft PowerPoint, Teamwork and more. Jacob Kaplan has 1 mobile phone numbers on RocketReach.
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