Robert Kaplan Email & Phone Number
Chief Operating Officer-Equity Research @ Wells Fargo
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Robert Kaplan Location
- United States
Robert Kaplan Work
- 2020 - now Chief Operating Officer-Equity Research @
- 2017 - 2020 Chief Administrative Officer-Equity Sales and Trading @
- 2015 - 2017 Vice President- Equity Derivatives Compliance @
- 2014 - 2015 Compliance and Operational Risk Control @
- 2010 - 2014 Associate Director- Equities Middle Office @
- 2008 - 2010 Sr Specialist- Equity Swaps @
- 2007 - 2008 Consultant @
- 2004 - 2006 Co-Owner @ Option Mortgage
Robert Kaplan Education
- Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
2000 - 2004
Robert Kaplan Skills
- Series 99- Operational Risk Management
- Equities
- Investment Banking
- Prime Brokerage
- Equity Derivatives
- Negotiation
- Swaps
- Middle Office
- Fixed Income
- Back Office
- Derivatives
- Asset Management
- Settlement
- Securities
- Risk Management
- Operational Risk
- Bloomberg
- Hedge Funds
- Financial Services
- Corporate Actions
- Management
- Analysis
- Trading Systems
- Advisory
- Strategic Planning
- Regulatory Compliance
- Business Strategy
- Business Management
- Series 99 Operational Risk Management
- Swap Dealer
Robert Kaplan Summary
- Robert Kaplan, based in United States, is currently a Chief Operating Officer-Equity Research at Wells Fargo. Robert Kaplan brings experience from previous roles at Wells Fargo, Wells Fargo Securities and UBS Investment Bank. Robert Kaplan holds a 2000 - 2004 Bachelor of Business Administration (BBA) in Business Administration and Management, General @ Pace University-Pleasantville/Briarcliff Campus. With a robust skill set that includes Series 99- Operational Risk Management, Equities, Investment Banking, Prime Brokerage, Equity Derivatives and more. Robert Kaplan has 2 emails and 2 mobile phone numbers on RocketReach.
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