Peter Kaplan Email & Phone Number
Executive Vice President @ Integrated Financial Partners
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Peter Kaplan Location
- Boston, MA, US
Peter Kaplan Work
- 2024 -now Executive Vice President @
- 2023 -2024 Senior Vice President @
- 2019 -2023 Vice President @
- 2015 -2019 Director Business Development @
- 2014 -2015 Director @
- 2003 -2015 CEO @ Financial Productivity Group
- 1999 -2001 Managing Director @
- 1990 -1995 Agent @ Southern Life
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
- Irrevocable Life Insurance Trusts
- Sales
- Sales Management
- Sales Process
- Information Technology
- Consulting
- 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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