Nicholas Kaplan Email & Phone Number
Director of Wealth Management @ Cornerstone Wealth Management
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Nicholas Kaplan Location
- Westlake, OH, US
Nicholas Kaplan Work
- 2022 -now Director of Wealth Management @
- 2019 -2022 Wealth Advisor @
- 2016 -2019 Tax Advisor @
- 2013 -2016 Senior Tax Accountant @
- 2011 -2011 Audit and Assurance @
Nicholas Kaplan Education
- College for Financial Planning
CFP Certification Education Program
2019-2020 - John Carroll University
Master of Business Administration (M.B.A.) (General MBA)
2012-2013 - John Carroll University
Bachelor of Science in Business Administration (Accounting)
2008-2012 - Saint Ignatius High School
College Preparatory
2004-2008 - Regent's University London
(Semester Abroad)
Nicholas Kaplan Skills
- Writing
- PowerPoint
- CPA
- Latin
- Accounting
- Art
- Obtain
- Admissions
- Economics
- Composition
- Allot
- Undergraduate
- National Honor Society
- Applications
- Tax
- Students
- Government
- Laminating
- Communication
- Academic
- Trade Unions
- English
- English Literature
- Management Accounting
- Finance
- Windows Vista
- Marketplace
- Piano
- Verifying
- Operations
- Values
- Business Administration
- United Kingdom
- Microsoft Office
- Programming
- Microsoft Word
- Microsoft Excel
- Ohio
- Temporary Placement
- Organizational Behavior
- Literature
- Machining
- Student Financial Aid
- Scholarships
- Windows XP
- Financial Analysis
- Travel
- Databases
- Budgets
- American
- Science
- Tax Returns
- Graduate Students
- Short
- Parenthood
- Eligibility
- Statistics
- Loans
- Composed
- London
- Country
- Aid
Nicholas Kaplan Summary
- Nicholas Kaplan, based in Westlake, OH, US, is currently a Director of Wealth Management at Cornerstone Wealth Management. Nicholas Kaplan brings experience from previous roles at MAI Capital Management, LLC, HW&Co. | CPAs & Advisors and Plante Moran. Nicholas Kaplan holds a 2019 - 2020 CFP Certification Education Program @ College for Financial Planning. With a robust skill set that includes Writing, PowerPoint, CPA, Latin, Accounting and more. Nicholas Kaplan has 1 emails and 1 mobile phone numbers on RocketReach.
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