Pete Kaplan Email & Phone Number
President @ PK Financial Group
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Pete Kaplan Location
- Twinsburg, OH, US
Pete Kaplan Work
- 2005 -now President @
- 1999 -2004 Invesment Advisor Representative @
- 1995 -1998 Investment Advisor @
Pete Kaplan Education
- Kent State University
Business Management (Finance)
1990-1995 - Mayfield High School 1987-1990
Pete Kaplan Skills
- Health Insurance
- Strategic Planning
- Consulting
- Investments
- Strategic Financial Planning
- Sales Management
- Team Building
- Business Development
- Financial Analysis
- Contract Negotiation
- Sales
- New Business Development
- Budgets
- Financial Planning
- Customer Service
- Financial Services
- Insurance
- Public Speaking
- Small Business
- Corporate Finance
- Management
- Microsoft Word
- Financial Modeling
- Valuation
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.
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