Rachel Kaplan's Location
Hoboken, NJ, US
Rachel Kaplan's Work
- Vice President, Risk Officer @ Morgan Stanley
- Sales Support Coordinator, Operational Principal @ TD Ameritrade Institutional
- Administrative Manager-Compliance @ Merrill Lynch
- Complex Administrative Manager-Compliance @ Advest, Inc., Lebenthal
- Project Manager @ PRUDENTIAL SECURITIES, INC
- Assistant to Director of National Recruiting @ National Recruiting
- Client Service Assistant and Cashier and New Accounts Clerk @ Prudential Securities
- and Cashier and New Accounts Clerk @ PRUDENTIAL SECURITIES
Rachel Kaplan's Education
- The Bernard M. Baruch College, The City University of New York
Masters of Business Administration (Finance & Investments)
2003 - 2008 - University of Arizona
Bachelor of Arts (Economics)
Rachel Kaplan's Skills
- Series 7
- Series 63
- Securities
- Mutual Funds
- Equities
- Uniform Combined State Law
- Financial Analysis
- Fixed Income
- Banking
- Salesforce.com
Rachel Kaplan's Summary
Rachel Kaplan, based in Hoboken, NJ, US, is currently a Vice President, Risk Officer at Morgan Stanley, bringing experience from previous roles at TD AMERITRADE INSTITUTIONAL, Merrill Lynch, Advest, Inc., Lebenthal and PRUDENTIAL SECURITIES, INC. Rachel Kaplan holds a 2003 - 2008 Masters of Business Administration in Finance & Investments @ The Bernard M. Baruch College, The City University of New York. With a robust skill set that includes Series 7, Series 63, Securities, Mutual Funds, Equities and more, Rachel Kaplan contributes valuable insights to the industry. Rachel Kaplan has 2 emails on RocketReach.
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