Will Kaplan Email & Phone Number
CRM(agician) @ Quivr CRM
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Will Kaplan Location
- Happy Valley, OR, US
Will Kaplan Work
- CRM(agician) @ (June 2024 - Present)
- Financial Advisor @ (January 2023 - January 2024)
- Principal @ Halcyon Financial Planning (July 2014 - February 2023)
- Financial Advisor @ Skyline Financial Northwest (February 2010 - May 2014)
- Senior Analyst @ Pacific Investment Advisors (December 2007 - June 2009)
- Analyst @ Perritt Capital Management (March 2003 - December 2005)
- Advent Group - Broker Support @ (January 2002 - February 2003)
- Analyst @ Perritt Capital Management (December 2000 - January 2002)
Will Kaplan Education
- University of Portland Pamplin School of Business
Executive Certificate in Financial Planning (Financial Planning)
2008-2009 - Kenyon College
BA (Sociology, Philosophy)
1995-1999 - Episcopal High School - Houston Texas 1992-1995
Will Kaplan Skills
- Asset Allocation
- Certified Financial Planner
- Comprehensive Wealth Management
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Tax
- Wealth Management
- Strategic Planning
- Microsoft Office
- Management
- Financial Reporting
- Investment Properties
Will Kaplan Summary
- Will Kaplan, based in Happy Valley, OR, US, is currently a CRM(agician) at Quivr CRM. Will Kaplan brings experience from previous roles at Abacus Wealth Partners, Halcyon Financial Planning, Skyline Financial Northwest and Pacific Investment Advisors. Will Kaplan holds a 2008 - 2009 Executive Certificate in Financial Planning in Financial Planning @ University of Portland Pamplin School of Business. With a robust skill set that includes Asset Allocation, Certified Financial Planner, Comprehensive Wealth Management, Estate Planning, Finance and more. Will Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Will Kaplan?
Find contact details for 700 million professionals.
Others Named Will Kaplan
Bill Kaplan
Co-founder and President
Newton, MA, US
Will Kaplan
Director
New York, NY, US
Will Kaplan
CRM(agician)
Happy Valley, OR, US
Will Kaplan
Principal Scientist - ERS
San Diego, CA, US
Top Quivr CRM Employees
Will Kaplan
CRM(agician)
Happy Valley, OR, US
Ashley Johnson
Operations Manager
Milton, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co