Rachel Kaplan Email & Phone Number
Vice President, Risk Officer @ Morgan Stanley
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Rachel Kaplan Location
- Hoboken, NJ, US
Rachel Kaplan Work
- 2012 -now Vice President, Risk Officer @
- 2009 -2012 Sales Support Coordinator, Operational Principal @ TD AMERITRADE INSTITUTIONAL
- 2006 -2008 Administrative Manager-Compliance @
- 2003 -2005 Complex Administrative Manager-Compliance @ Advest, Inc., Lebenthal
- 2002 -2003 Project Manager @ PRUDENTIAL SECURITIES, INC
- 1999 -2002 Assistant to Director of National Recruiting @ National Recruiting
- 1997 -1999 Client Service Assistant and Cashier and New Accounts Clerk @ Prudential Securities
- 1997 -1998 and Cashier and New Accounts Clerk @ PRUDENTIAL SECURITIES
Rachel Kaplan 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 Skills
- Series 7
- Series 63
- Securities
- Mutual Funds
- Equities
- Uniform Combined State Law
- Financial Analysis
- Fixed Income
- Banking
- Salesforce.com
- Trading
- Options
- Microsoft Excel
- Derivatives
- Investments
- Financial Services
- Program Management
- Marketing
- Management
- Project Management
- Business Development
- Account Management
- Microsoft Office
Rachel Kaplan Summary
- Rachel Kaplan, based in Hoboken, NJ, US, is currently a Vice President, Risk Officer at Morgan Stanley. Rachel Kaplan brings 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 has 1 emails and 2 mobile phone numbers on RocketReach.
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