James Kaplan Email & Phone Number
Senior Vice President, OneDigital Private Client @ OneDigital Health and Benefits
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James Kaplan Location
- Princeton, NJ, US
James Kaplan Work
- 2016 -now Senior Vice President, OneDigital Private Client @
- 2009 -2026 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, OneDigital Private Client at OneDigital. 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 2 emails and 3 mobile phone numbers on RocketReach.
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