Jonathan Kaplan Email & Phone Number
Senior Vice President @ BNY Pershing
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Jonathan Kaplan Location
- New York, NY, US
Jonathan Kaplan Work
- Senior Vice President @ (January 2026 - Present)
- Vice President @ (February 2019 - January 2026)
- Vice President @ (June 2015 - February 2019)
- Associate Client Service Manager - Asset Backed Securities Group @ (April 2013 - June 2015)
- Workflow Lead - Structured Finance @ (May 2012 - April 2013)
- Relationship Specialist - Asset Backed Securities Group @ (June 2011 - May 2012)
- Trust Administrator - Asset Backed Securities Group @ (July 2007 - June 2011)
Jonathan Kaplan Education
- University of Rhode Island - College of Business
Bachelor's degree (Finance)
2003-2007 - De Rada Italian Institute 2006-2006
Jonathan Kaplan Skills
- Corporate Trust
- ABS
- Project Finance
- Corporate Finance
- MBS
- Relationship Management
- Securitization
- Auditing
- Investment Banking
- Accounts Payable
- Cash Management
- Account Reconciliation
- Structured Finance
- Middle Office
- Finance
- Capital Markets
Jonathan Kaplan Summary
- Jonathan Kaplan, based in New York, NY, US, is currently a Senior Vice President at BNY Pershing. Jonathan Kaplan brings experience from previous roles at BNY Pershing and BNY Mellon. Jonathan Kaplan holds a 2003 - 2007 Bachelor's degree in Finance @ University of Rhode Island - College of Business. With a robust skill set that includes Corporate Trust, ABS, Project Finance, Corporate Finance, MBS and more. Jonathan Kaplan has 2 emails and 2 mobile phone numbers on RocketReach.
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