Michael Caplin Email & Phone Number
Senior Regional Vice President
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Michael Caplin Location
- Grayslake, IL, US
Michael Caplin Work
- Senior Regional Vice President @ Northstar Financial Services (January 1992 - Present)
- Regional Vice President @ CLS Investments, LLC (October 1992 - August 2012)
Michael Caplin Skills
- Series 63
- Securities
- Mutual Funds
- Series 7
- Investment Advisory
- Series 6
- Separately Managed Accounts
- Wealth Management
- Series 65
- ETFs
- 401k
- Investments
- Retirement
- Process Improvement
- Leadership
- Business Strategy
- Microsoft Excel
- Customer Service
- Management
- Team Building
Michael Caplin Summary
- Michael Caplin, based in Grayslake, IL, US, is currently a Senior Regional Vice President at Northstar Financial Services. Michael Caplin brings experience from previous roles at CLS Investments, LLC. With a robust skill set that includes Series 63, Securities, Mutual Funds, Series 7, Investment Advisory and more. Michael Caplin has 1 emails and 2 mobile phone numbers on RocketReach.
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