Megan Kaplan Email & Phone Number
Associate Financial Advisor @ UBS Group AG
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Megan Kaplan Location
- New York, NY, US
Megan Kaplan Work
- Associate Financial Advisor @ (April 2026 - Present)
- Senior Wealth Strategy Associate @ (November 2024 - April 2026)
- Registered Client Associate @ Steel Ridge Advisors (November 2023 - November 2024)
- Associate Financial Consultant @ (November 2021 - December 2023)
- Client Relationship Specialist @ (September 2020 - November 2021)
- Financial Advisor @ (January 2019 - September 2020)
Megan Kaplan Education
- Siena College
Bachelor's Degree
2005-2009 - Long Island University
Master of Education - MEd
Megan Kaplan Skills
- Ex Offenders
- Research
- Program Evaluation
- Affinity Groups
- Event Management
Megan Kaplan Summary
- Megan Kaplan, based in New York, NY, US, is currently a Associate Financial Advisor at UBS. Megan Kaplan brings experience from previous roles at UBS, Steel Ridge Advisors and Charles Schwab. Megan Kaplan holds a 2005 - 2009 Bachelor's Degree @ Siena College. With a robust skill set that includes Ex Offenders, Research, Program Evaluation, Affinity Groups, Event Management and more. Megan Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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