Joseph Kaplan Email & Phone Number
Senior Vice President, Investment Consultant @ Morgan Stanley
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Joseph Kaplan Location
- Garden City, NY, US
Joseph Kaplan Work
- 2026 -now Senior Vice President, Investment Consultant @
- 2010 -2025 Senior Investment Strategist, Citi Wealth @
Joseph Kaplan Education
- University at Buffalo
B.S. (Finance and Marketing)
2004-2008
Joseph Kaplan Skills
- Portfolio Management
- Capital Markets
- Investment Strategies
- Valuation
- Investments
- Bloomberg
- Microsoft Excel
- Asset Management
- Credit
- Finance
- Fixed Income
- The Yield Book
- Asset Allocation
- Haver Analytics
- Financial Analysis
- Analysis
- Loans
- Securities
- Analytics
- Data Mining
- Microsoft Office
- Segmentation
- Statistics
- Marketing Strategy
- SAS
- Business Analysis
- CRM
- Excel
- Business Intelligence
- Data Analysis
- Business Strategy
- Oracle SQL
- Data Extraction
- Reporting and Analysis
- Modeler
- SPSS
- Spanish
- PowerPoint
- English
- Market Research
- Marketing
- SQL
- Predictive Modeling
- Analytical Skills
- Tableau
- Team Leadership
- Data Visualization
- Data Warehousing
Joseph Kaplan Summary
- Joseph Kaplan, based in Garden City, NY, US, is currently a Senior Vice President, Investment Consultant at Morgan Stanley. Joseph Kaplan brings experience from previous roles at Citi. Joseph Kaplan holds a 2004 - 2008 B.S. in Finance and Marketing @ University at Buffalo. With a robust skill set that includes Portfolio Management, Capital Markets, Investment Strategies, Valuation, Investments and more. Joseph Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Joseph Kaplan?
Find contact details for 700 million professionals.
Others Named Joseph Kaplan
Joseph Kaplan
Managing Director
New York, NY, US
Joseph Kaplan
Sensor Interoperability Lead
Reston, VA, US
Joseph Kaplan
Enterprise AI Lead
New York, United States
Top Morgan Stanley Employees
Akinyemi Akiwowo
Chief Operating Officer, Global Litigation
New York, NY, US
Lori O'Reilly
Chief Operating Officer, Eaton Vance Equity
New York, NY, US
Mia Burgess
Chief Operating Officer, Global Financial Crimes
New York, NY, US
Jeffrey Holzschuh
Chairman, Institutional Securities Group
New York, NY, US
Robert Remick
Chief Operating Officer-NY Metro Region
New York, NY, US
Chelsea Clark
Chief Operating Officer for Consulting Group
New York, NY, US
Andrew Wilson
COO and Chief of Staff — Fixed Income Technology
New York, NY, US
Tony Young
COO, Public Finance Investment Banking
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co