Lisa Kaplan Email
Associate Director @ Sterling Private Wealth (SA)
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Lisa Kaplan Location
- Cape Town, WC, ZA
Lisa Kaplan Work
- 2023 -now Associate Director @
- 2019 -now Wealth Manager @
- 2018 -2019 Wealth Manager @
- 2016 -2018 Wealth Manager @ SP Wealth Management (Pty) Ltd
- 2015 -2016 Private Banking Consultant @
- 2014 -2015 Financial Administrator @ Cornerstone Property Group
Lisa Kaplan Education
- Stellenbosch University/Universiteit Stellenbosch
Bachelor of Commerce (BCom) Financial Accounting
- Stellenbosch University/Universiteit Stellenbosch
Post Graduate Diploma in Financial Planning
Lisa Kaplan Skills
- Credit
- Risk Management
- Business Analysis
- Financial Advisory
- Private Banking
- Asset Allocation
- Investment Strategies
- Estate Planning
- Microsoft Office
- Investments
- Microsoft Excel
- Finance
- Financial Analysis
- Wealth Management
- Financial Planning
Lisa Kaplan Summary
- Lisa Kaplan, based in Cape Town, WC, ZA, is currently a Associate Director at Sterling Private Wealth (SA). Lisa Kaplan brings experience from previous roles at Sterling Private Wealth (SA), PSG Wealth, SP Wealth Management (Pty) Ltd and Investec. Lisa Kaplan holds a Bachelor of Commerce (BCom) Financial Accounting @ Stellenbosch University/Universiteit Stellenbosch. With a robust skill set that includes Credit, Risk Management, Business Analysis, Financial Advisory, Private Banking and more. Lisa Kaplan has 1 emails on RocketReach.
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