Steven Kaplan Email & Phone Number
VP Senior Wealth Consultant @ Charles Schwab
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Steven Kaplan Location
- Texas, United States
Steven Kaplan Work
- 2025 -now VP Senior Wealth Consultant @
- 2020 -2025 Managing Director @ Kaplan Wealth Strategies
- 2019 -2020 Vice President - Corporate Financial Solutions Advisor @
- 2014 -2019 Financial Advisor @
- 2013 -2019 Founder @ Sugarface Babies, Inc.
- 2014 -2016 VP - Area Manager @
- 2011 -2013 VP - Area Manager @
Steven Kaplan Education
- Highland Park High School
High School
1996-1999
Steven Kaplan Summary
- Steven Kaplan, based in Texas, United States, is currently a VP Senior Wealth Consultant at Charles Schwab. Steven Kaplan brings experience from previous roles at Kaplan Wealth Strategies, Merrill Lynch, Merrill Lynch Wealth Management and Sugarface Babies, Inc.. Steven Kaplan holds a 1996 - 1999 High School @ Highland Park High School. Steven Kaplan has 2 emails and 2 mobile phone numbers on RocketReach.
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