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Jonathan Kaplan Location
New York, NY, US
Jonathan Kaplan Work
2026 -now Senior Vice President @
2019 -2026 Vice President @
2015 -2019 Vice President @
2013 -2015 Associate Client Service Manager - Asset Backed Securities Group @
2012 -2013 Workflow Lead - Structured Finance @
2011 -2012 Relationship Specialist - Asset Backed Securities Group @
2007 -2011 Trust Administrator - Asset Backed Securities Group @
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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