Joseph Kaplan Email & Phone Number
Senior Vice President, Investment Consultant @ Morgan Stanley
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Joseph Kaplan Location
- Garden City, NY, US
Joseph Kaplan Work
- Senior Vice President, Investment Consultant @ (May 2026 - Present)
- Senior Investment Strategist, Citi Wealth @ (January 2010 - December 2025)
Joseph Kaplan Education
- University at Buffalo
Bachelor of Science
2004-2008
Joseph Kaplan Skills
- Analysis
- Asset Allocation
- Asset Management
- Bloomberg
- Capital Markets
- Credit
- Finance
- Financial Analysis
- Fixed Income
- Haver Analytics
- Investment Strategies
- Investments
- Loans
- Microsoft Excel
- Portfolio Management
- Securities
- The Yield Book
- Valuation
- 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 Bachelor of Science @ University at Buffalo. With a robust skill set that includes Analysis, Asset Allocation, Asset Management, Bloomberg, Capital Markets and more. Joseph Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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