Mike Kaplan Email & Phone Number
Vice President, Sales Desk Manager @ GW&K Investment Management
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Mike Kaplan Location
- Boston, MA, US
Mike Kaplan Work
- 2022 -now Vice President, Sales Desk Manager @
- 2019 -2022 Sales Desk Manager @
- 2017 -2019 Senior Vice President @ JLT Capital Partners LLC
- 2015 -2016 Regional Manager, Vice President of Advisor Solutions - New England and Upstate NY @
- 2006 -2015 Regional Manager, Assistant Vice President - New England and Upstate New York @
- 2004 -2006 Internal Wholesaler @
Mike Kaplan Education
- The College of New Jersey
Bachelor's Degree (Finance)
2000-2004
Mike Kaplan Skills
- Series 7
- CIMA
- Series 66
- Mutual Funds
- Alternative Investments
- Asset Allocation
- Asset Management
- Investments
- Investment Strategies
- Finance
- Equities
- Series 65
Mike Kaplan Summary
- Mike Kaplan, based in Boston, MA, US, is currently a Vice President, Sales Desk Manager at GW&K Investment Management. Mike Kaplan brings experience from previous roles at GW&K Investment Management, JLT Capital Partners LLC, Newfound Research LLC and AMG Funds. Mike Kaplan holds a 2000 - 2004 Bachelor's Degree in Finance @ The College of New Jersey. With a robust skill set that includes Series 7, CIMA, Series 66, Mutual Funds, Alternative Investments and more. Mike Kaplan has 4 emails and 3 mobile phone numbers on RocketReach.
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