James Kaplan Email & Phone Number
Senior Vice President @ KB Financial Companies, LLC
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James Kaplan Location
- Princeton, NJ, US
James Kaplan Work
- 2016 - now Senior Vice President @
- 2009 - now Principal @ KB Financial Partners
- 1995 - 2008 President @
- 1983 - 1995 Executive Vice President @ Karr Barth Associates
James Kaplan Education
- Lehigh University
Bachelor of Arts (B.A.) (Political Science and Government)
1979 - 1983 - Montclair high school 1975 - 1979
James Kaplan Skills
- Wealth Management
- Investments
- Estate Planning
- Securities
- Wealth
- Retirement Planning
- Insurance
- Strategic Financial Planning
- Financial Services
- Asset Managment
- Portfolio Management
- Risk Management
- Succession Planning
- Series 7
- Financial Analysis
- Sales
- Project Management
- Strategic Planning
- Software Development
- Management
- Marketing
James Kaplan Summary
- James Kaplan, based in Princeton, NJ, US, is currently a Senior Vice President at KB Financial, a OneDigital Company. James Kaplan brings experience from previous roles at KB Financial Partners, Karr BarthPrivate Client Group and Karr Barth Associates. James Kaplan holds a 1979 - 1983 Bachelor of Arts (B.A.) in Political Science and Government @ Lehigh University. With a robust skill set that includes Wealth Management, Investments, Estate Planning, Securities, Wealth and more. James Kaplan has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named James Kaplan
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Top KB Financial Companies, LLC Employees
Thomas Teper
Chief Financial Officer and Operating Executive
Florida, United States
Graham Clarke
Managing Director - Wealth Management
New York, NY, US
James Kaplan
Senior Vice President
Princeton, NJ, US
Lawrence Gallo Jr
Senior Accountant and Manager
Hoboken, NJ, US
Mark Thielmann
Managing Director
Princeton, NJ, US
Mark Massad
Senior Managing Director, Corporate Advisory
New York, NY, US
Rhea Jacobs
Case Design Specialist, Retirement and Wealth
Philadelphia, PA, US
Zin Khaing
Assistant Manager
Yangon, MM
Matt Rozzi
Chief Operating Officer at KB Financial Partners
Park Ridge, NJ, US
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