Rachel Kaplan Email & Phone Number
Vice President, Risk Officer @ Morgan Stanley
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Rachel Kaplan Location
- Hoboken, NJ, US
Rachel Kaplan Work
- Vice President, Risk Officer @ (December 2012 - Present)
- Sales Support Coordinator, Operational Principal @ TD AMERITRADE INSTITUTIONAL (June 2009 - December 2012)
- Administrative Manager-Compliance @ (January 2006 - December 2008)
- Complex Administrative Manager-Compliance @ Advest, Inc., Lebenthal (August 2003 - December 2005)
- Project Manager @ PRUDENTIAL SECURITIES, INC (February 2002 - August 2003)
- Assistant to Director of National Recruiting @ National Recruiting (June 1999 - January 2002)
- Client Service Assistant and Cashier and New Accounts Clerk @ Prudential Securities (August 1997 - May 1999)
- and Cashier and New Accounts Clerk @ Prudential Securities (January 1997 - January 1998)
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
- Banking
- Derivatives
- Equities
- Financial Analysis
- Financial Services
- Fixed Income
- Investments
- Microsoft Excel
- Mutual Funds
- Options
- Sales Processes
- Salesforce.com
- Securities
- Series 63
- Series 7
- Trading
- Uniform Combined State Law
- 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 Banking, Derivatives, Equities, Financial Analysis, Financial Services and more. Rachel Kaplan has 1 emails and 2 mobile phone numbers on RocketReach.
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