Peter Kaplan Email & Phone Number
Executive Vice President @ Integrated Financial Partners
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Peter Kaplan Location
- Boston, MA, US
Peter Kaplan Work
- Executive Vice President @ (August 2024 - Present)
- Senior Vice President @ (May 2023 - December 2024)
- Vice President @ (July 2019 - May 2023)
- Director Business Development @ (August 2015 - February 2019)
- Director @ (January 2014 - August 2015)
- CEO @ Financial Productivity Group (October 2003 - August 2015)
- Managing Director @ (June 1999 - September 2001)
- Agent @ Southern Life (January 1990 - January 1995)
Peter Kaplan Education
- University of Cape Town
B.Com (Finance)
1986-1989
Peter Kaplan Skills
- Life Insurance
- Strategic Financial Planning
- Financial Planning
- Financial Services
- Finance
- Management
- Entrepreneurship
- CRM
- Business Analysis
- Strategy
- Insurance
- Financial Advisory
- Financial Planners
- Wealth Management
- Leadership
- Small Business
- Business Development
- CRM Integration
- CRM databases
- Workflow
- Consulting
- Information Technology
- Irrevocable Life Insurance Trusts
- Sales
- Sales Management
- Sales Process
- Strategic Planning
- E Commerce
- Mobile
- Marketing digitale
Peter Kaplan Summary
- Peter Kaplan, based in Boston, MA, US, is currently a Executive Vice President at Integrated Financial Partners. Peter Kaplan brings experience from previous roles at Integrated Partners, First American Insurance Underwriters, The Coyle Company and 21st Services, LLC. Peter Kaplan holds a 1986 - 1989 B.Com in Finance @ University of Cape Town. With a robust skill set that includes Life Insurance, Strategic Financial Planning, Financial Planning, Financial Services, Finance and more. Peter Kaplan has 1 emails and 2 mobile phone numbers on RocketReach.
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