Marcia Kaplan Email & Phone Number
Financial Advisor, CFP®, CRPC®, RICP® @ Financial Services Company
Marcia Kaplan's Location
Hartsdale, NY, US
Marcia Kaplan's Work
- Financial Advisor, CFP®, CRPC®, RICP® @ Financial Services Company
- Portfolio Analyst @ Time Warner Inc.
- Security Analyst @ Goldman Sachs
Marcia Kaplan's Education
- The City College of New York
BA (math and economics)
1970 - 1974
Marcia Kaplan's Skills
- Public Speaking
- Risk Management
- Responsiveness
- Protection Planning
- Education Planning
- Decision Making
- Client Relationships
- Analytical
- Ability to Listen
- Relationship Building
Marcia Kaplan's Summary
Marcia Kaplan, based in Hartsdale, NY, US, is currently a Financial Advisor, CFP®, CRPC®, RICP® at Ameriprise Financial Services, Inc., bringing experience from previous roles at Time Warner Inc. and Goldman Sachs. Marcia Kaplan holds a 1970 - 1974 BA in math and economics @ The City College of New York. With a robust skill set that includes Public Speaking, Risk Management, Responsiveness, Protection Planning, Education Planning and more, Marcia Kaplan contributes valuable insights to the industry. Marcia Kaplan has 2 emails and 1 mobile phone number on RocketReach.
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