Mindy Kaplan Email & Phone Number
Senior Client Service Consultant @ Harvard University
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Mindy Kaplan Location
- New York, NY, US
Mindy Kaplan Work
- 2011 -now Senior Client Service Consultant @
- 2006 -2011 Institutional Liaison @
Mindy Kaplan Skills
- Series 63
- Business Relationship Management
- Insurance
- Retirement Planning
- Portfolio Management
- Investments
- Business Analysis
- Relationship Management
- Vendor Management
- Process Improvement
- 401k
- 401k Retirement Savings Plans
- Asset Allocation
- Financial Services
- Mutual Funds
- Strategic Financial Planning
- Business Process Improvement
- Retirement
- Series 7
- Employee Benefits
- Securities
- 401 Retirement Savings Plans
Mindy Kaplan Summary
- Mindy Kaplan, based in New York, NY, US, is currently a Senior Client Service Consultant at TIAA-CREF. Mindy Kaplan brings experience from previous roles at TIAA-CREF. With a robust skill set that includes Series 63, Business Relationship Management, Insurance, Retirement Planning, Portfolio Management and more. Mindy Kaplan has 1 emails and 1 mobile phone numbers on RocketReach.
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