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
- Vice President, Sales Desk Manager @ (March 2022 - Present)
- Sales Desk Manager @ (July 2019 - March 2022)
- Senior Vice President @ JLT Capital Partners LLC (November 2017 - July 2019)
- Regional Manager, Vice President of Advisor Solutions - New England and Upstate NY @ (September 2015 - September 2016)
- Regional Manager, Assistant Vice President - New England and Upstate New York @ (May 2006 - July 2015)
- Internal Wholesaler @ (June 2004 - April 2006)
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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