Jim Kaplan Email & Phone Number
Lead Portfolio Manager - Structured Products @ National Investment Services
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Jim Kaplan Location
- Evanston, IL, US
Jim Kaplan Work
- 2009 -now Lead Portfolio Manager - Structured Products @
- 1994 -2008 Principal - Fixed-Income Portfolio Manager @
- 1982 -1994 Vice President @
Jim Kaplan Education
- Washington and Lee University
B.A. (Double-major Economics & Politics)
1978-1982
Jim Kaplan Skills
- Due Diligence
- Educational Leadership
Jim Kaplan Summary
- Jim Kaplan, based in Evanston, IL, US, is currently a Lead Portfolio Manager - Structured Products at National Investment Services, Inc.. Jim Kaplan brings experience from previous roles at William Blair and Company and First Union National Bank. Jim Kaplan holds a 1978 - 1982 B.A. in Double-major Economics & Politics @ Washington and Lee University. With a robust skill set that includes Due Diligence, Educational Leadership and more. Jim Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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