Kent Kaplan Email & Phone Number
Portfolio Manager @ Iberia Wealth Advisors
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Kent Kaplan Location
- Birmingham, AL, US
Kent Kaplan Work
- Financial Advisor @ (July 2017 - Present)
- Portfolio Manager @ (July 2017 - Present)
- Trust Advisor @ Regions Bank (February 2013 - July 2017)
- Wealth Advisor @ Regions Bank (October 2003 - March 2013)
- Financial Consultant @ (January 2005 - May 2008)
Kent Kaplan Education
- The University of Alabama
Bachelor of Science (BS) (Banking, Corporate, Finance, and Securities Law)
1999-2003
Kent Kaplan Skills
- Asset Management
- Banking
- Credit
- Estate Planning
- Finance
- Financials
- Investment Management
- Mortgage Lending
- Portfolio Management
- Strategic Financial Planning
- Trusts
- Wealth
- Wealth Management
- Wealth Management Services
- Strategic Financial
Kent Kaplan Summary
- Kent Kaplan, based in Birmingham, AL, US, is currently a Portfolio Manager at Iberia Wealth Advisors. Kent Kaplan brings experience from previous roles at First Horizon Advisory Services Inc, Regions Bank and Raymond James Financial Inc.. Kent Kaplan holds a 1999 - 2003 Bachelor of Science (BS) in Banking, Corporate, Finance, and Securities Law @ The University of Alabama. With a robust skill set that includes Asset Management, Banking, Credit, Estate Planning, Finance and more. Kent Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Iberia Wealth Advisors Employees
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Florida, United States
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Palm Beach, FL, US
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Birmingham, AL, US
Janette Curtis
Wealth Advisor
Hollywood, FL, US
Dottie French
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