Jared Kaplan Email & Phone Number
Partner @ NewEdge Wealth
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Jared Kaplan Location
- Miami, FL, US
Jared Kaplan Work
- 2022 - now Partner @
- 2006 - 2022 Managing Director – Wealth Management @ UBS Financial Services, Inc., Private Wealth Management
Jared Kaplan Education
- University of Miami - School of Business
Master of Business Administration (M.B.A.)
- Eckerd College
Bachelor’s Degree
Jared Kaplan Skills
- Business Analysis
- Finance
- Wealth Management
- Microsoft Excel
- Management
- Underwriting
- Client Relationships
- Commercial Banking
- Business Planning
- Asset Management
- Loans
- Credit
- Product Development
Jared Kaplan Summary
- Jared Kaplan, based in Miami, FL, US, is currently a Partner at NewEdge Wealth. Jared Kaplan brings experience from previous roles at UBS Financial Services, Inc., Private Wealth Management. Jared Kaplan holds a Master of Business Administration (M.B.A.) @ University of Miami - School of Business. With a robust skill set that includes Business Analysis, Finance, Wealth Management, Microsoft Excel, Management and more. Jared Kaplan has 3 emails and 5 mobile phone numbers on RocketReach.
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Top NewEdge Wealth Employees
Rick Hollmann
Managing Director
Rye, NY, US
William Debutts
Managing Director
Atlanta, GA, US
Robin Petty
Managing Director, Wealth Strategy
Philadelphia, PA, US
Rob Sechan
Chief Executive Officer
Fort Lauderdale, FL, US
Jay Peters
Managing Director
New York, NY, US
Josh Gully
Managing Director | Family Office
New York, NY, US
Jeffrey Kobernick
Co-Founder and Managing Partner
United States
Patrick McGlothin
Managing Director
Knoxville, TN, US
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