Laura Kaplan Email & Phone Number
Market President - South Florida @ BNY Wealth
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Laura Kaplan Location
- Miami, FL, US
Laura Kaplan Work
- 2020 -now Market President - South Florida @
- 2013 -2020 Managing Director, Senior Private Banker @
- 2010 -2013 Managing Director, Senior Private Banker @
- 2008 -2009 Managing Director, Head of Legal Specialty Group @
- 1998 -2008 Market Manager @
- 1998 -2003 VP, Global Relationship Banking @ Citigroup Latin America
- 1996 -1998 Analyst, Asia-Pacific @
- 1995 -1996 Intern - Beijing China @
Laura Kaplan Education
- Darla Moore School of Business
MIBS (Internship - Beijing - Delphi Automotive Systems - a former division of General Motors)
1994-1996 - Wellesley College
Bachelor of Arts - BA (Phi Sigma Lecture Society)
1987-1991 - York High School York, Maine 1985-1987
- Newton South High School
Laura Kaplan Skills
- Wealth Management
- Funding
- Banking
- Portfolio Management
- Private Banking
- Credit
- Investment Banking
- Credit Risk
- Capital Markets
- Asset Management
- Equities
- Commercial Lending
- Fixed Income
- Commercial Banking
- Investments
- Securities
- Financial Services
- Loans
- Series 7
- Wealth Management Services
- Mutual Funds
- Derivatives
- Treasury Management
- Financial Risk
- Credit Analysis
- Relationship Management
- Cash Management
- Alternative Investments
- Bonds
- Investment Management
- Emerging Markets
- Asset Allocation
- Investment Advisory
- Hedge Funds
- Series 63
- Structured Finance
- Private Equity
- FX Options
- Corporate Finance
- Mortgage Lending
- KYC
- Payments
- Financial Markets
- Business Development
- Social Media
- Public Speaking
- Research
- Business Strategy
- Leadership
- Microsoft Excel
Laura Kaplan Summary
- Laura Kaplan, based in Miami, FL, US, is currently a Market President - South Florida at BNY Wealth. Laura Kaplan brings experience from previous roles at Bank of America Private Bank, Deutsche Bank, SunTrust Bank and Citigroup. Laura Kaplan holds a 1994 - 1996 MIBS in Internship - Beijing - Delphi Automotive Systems - a former division of General Motors @ Darla Moore School of Business. With a robust skill set that includes Wealth Management, Funding, Banking, Portfolio Management, Private Banking and more. Laura Kaplan has 4 emails and 1 mobile phone numbers on RocketReach.
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