Pete Kaplan Location
Twinsburg, OH, US
Pete Kaplan Work
- 2005 - now President @ PK Financial Group
- 1999 - 2004 Invesment Advisor Representative @ HD Vest Financial Services
- 1995 - 1998 Investment Advisor @ Morgan Stanley
Pete Kaplan Education
- Kent State University
Business Management (Finance)
1990 - 1995 - Mayfield High School1987 - 1990
Pete Kaplan Skills
- Health Insurance
- Strategic Planning
- Consulting
- Investments
- Strategic Financial Planning
- Sales Management
- Team Building
- Business Development
- Financial Analysis
- Contract Negotiation
Pete Kaplan Summary
Pete Kaplan, based in Twinsburg, OH, US, is currently a President at PK Financial Group. Pete Kaplan brings experience from previous roles at HD Vest Financial Services and Morgan Stanley Wealth Management. Pete Kaplan holds a 1990 - 1995 Business Management in Finance @ Kent State University. With a robust skill set that includes Health Insurance, Strategic Planning, Consulting, Investments, Strategic Financial Planning and more. Pete Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
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