Will Kaplan Email & Phone Number
CRM(agician) @ Quivr CRM
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Will Kaplan Location
- Happy Valley, OR, US
Will Kaplan Work
- 2024 -now CRM(agician) @
- 2023 -2024 Financial Advisor @
- 2014 -2023 Principal @ Halcyon Financial Planning
- 2010 -2014 Financial Advisor @ Skyline Financial Northwest
- 2007 -2009 Senior Analyst @ Pacific Investment Advisors
- 2003 -2005 Analyst @ Perritt Capital Management
- 2002 -2003 Advent Group - Broker Support @
- 2000 -2002 Analyst @ Perritt Capital Management
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
- Estate Planning
- Financial Advisory
- Financial Planners
- Retirement Planning
- Financial Planning
- Tax
- Portfolio Management
- Comprehensive Wealth Management
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Wealth Management
- Mutual Funds
- Microsoft Office
- Investment Strategies
- Certified Financial Planner
- Management
- Financial Reporting
- Retirement
- Investment Properties
- Investment Management
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 Estate Planning, Financial Advisory, Financial Planners, Retirement Planning, Financial Planning and more. Will Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Quivr CRM Employees
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