Megan Kaplan Email & Phone Number
Senior Wealth Strategy Associate @ UBS Group AG
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Megan Kaplan Location
- New York, NY, US
Megan Kaplan Work
- 2024 -now Senior Wealth Strategy Associate @
- 2023 -2024 Registered Client Associate @ Steel Ridge Advisors
- 2021 -2023 Associate Financial Consultant @
- 2020 -2021 Client Relationship Specialist @
- 2019 -2020 Financial Advisor @
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 Senior Wealth Strategy Associate at UBS. Megan Kaplan brings experience from previous roles at Steel Ridge Advisors, Charles Schwab and Merrill Lynch Wealth Management. 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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