Patrick Kaplan Email & Phone Number
Analytics Consultant II @ Wells Fargo
5 free lookup(s).
No credit card required.
Patrick Kaplan Location
- Charlotte, NC, US
Patrick Kaplan Work
- 2014 - now Analytics Consultant II @
- 2013 - 2014 Financial Analyst Consultant @ Time Warner Cable
- 2012 - 2013 Financial Analyst Consultant @
- 2011 - 2012 Compettive Market Analyst @
- 2008 - 2011 Sr Financial Analyst @
- 2006 - 2008 Financial Analyst @
- 2005 - 2006 Investment Accounting Analyst Contractor @
- 2000 - 2005 Portfolio Analyst and Staff Accountant @
- 1997 - 2000 Trust Accountant and Underwriter @
- 1996 - 1997 Financial Analyst @
Patrick Kaplan Education
- The University of Georgia
BS BusinesAdministration (Accounting)
Patrick Kaplan Skills
- Microsoft Word
- Microsoft Excel
- PowerPoint
- Access
- nVision
- PeopleSoft
- BondEdge
- Bloomberg Terminal
- Fecet
- Crystal Reports
- Sequel
- Market
- Financial Data
- Verifications
- Expenses
- Insurance
- Vendors
- Aging
- Finance
- Structure
- Client Accounts
- Business Administration
- Real Estate
- Management
- Design
- Financial Statements
- Fixed Assets
- General Ledger
- Ongoing Support
- Resolve
- Charlotte
- Monitors
- Accounting
- Distribution Strategies
- Georgia
- Valuation
- Reconcile
- Lender
- Portfolio Management
- System
- Trade Unions
- Atlanta
- Institutional Investments
- FAS
- Reflections
- New Hire Training
- Wordperfect
- Policy
- Flood
- Streamline
- Research
- Accounts Payable
- Capital
- Venture Capital
- Loans
- Analysis
- R
- Debt
- Galleries
- Performance Systems
- Advertising
- Expense Reports
- Depreciation
- Software Packaging
- Operations
- Values
- Credit
- Corporate Standards
- Data Driven Testing
- Title Searches
- Inventory Control
- Accounts Receivable
- Lotus 123
- Presentations
- Income
- Responsibility
- Internal Audit
- International
- Executive Management
- Defined Contribution
- Portfolio
- Trust
- History
- Government
- Investments
- Guidelines
- Compliance
- Internal Controls
- Asset
- Collateral
- Rentals
- Loan Officers
- Out Going
- Budgets
- Problem Solving
- Cost Benefit
- Accounting System
- Coordinate
Patrick Kaplan Summary
- Patrick Kaplan, based in Charlotte, NC, US, is currently a Analytics Consultant II at Wells Fargo. Patrick Kaplan brings experience from previous roles at Time Warner Cable, Archway Marketing Services, Delhaize Group and ACN. Patrick Kaplan holds a BS BusinesAdministration in Accounting @ The University of Georgia. With a robust skill set that includes Microsoft Word, Microsoft Excel, PowerPoint, Access, nVision and more. Patrick Kaplan has 1 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Patrick Kaplan?
Find contact details for 700 million professionals.
Others Named Patrick Kaplan
Peter Kaplan
Founder and President
New York, NY, US
Peter Kaplan
Executive Vice President
Boston, MA, US
Peter Kaplan
Assurance Partner
New York, NY, US
Peter Kaplan
CEO
New York, NY, US
Peter Kaplan
Chief Technology Officer
Arlington, VA, US
Peter Kaplan
VP of Software Engineering and IT Infrastructure
Emerald Isle, NC, US
Patrick Kaplan
Director of Operations
Fairfield, NJ, US
Top Wells Fargo Employees
Anthony Bueno
Vice President | Principal Technology Investments (WF Strategic Capital)
New York, United States
Aditya Salhotra
Vice President - Independent Risk Management
Bengaluru, KA, IN
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co