Will Kaplan Email & Phone Number
Account Manager @ Optavise
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Will Kaplan Location
- Birmingham, AL, US
Will Kaplan Work
- Account Manager @ (September 2021 - Present)
- Account Manager @ (September 2021 - Present)
- Senior Client Relationship Manager @ (January 2021 - August 2021)
- Client Relationship Manager @ (April 2018 - January 2021)
- Account Associate @ (August 2017 - February 2018)
- Financial Solutions Advisor @ (August 2011 - July 2017)
Will Kaplan Education
- The University of Alabama 2007-2011
Will Kaplan Skills
- 401(k) Retirement Savings Plans
- 401k Rollovers
- Account Management
- Asset Allocation
- Customer Relationship Management (CRM)
- Customer Service
- Employee Benefits Design
- Equities
- Finance
- Financial Advisory
- Financial Services
- Health Insurance
- Insurance
- Investments
- Leadership
- Life & Health Insurance Licenses
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Portfolio Management
- Project Management
- Property & Casualty Insurance
- Regulatory Compliance
- Retirement Planning
- Sales
- Series 66
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Team Building
Will Kaplan Summary
- Will Kaplan, based in Birmingham, AL, US, is currently a Account Manager at Optavise. Will Kaplan brings experience from previous roles at DirectPath, a CNO Financial Group Company and State Farm ®. Will Kaplan holds a 2007 - 2011 The University of Alabama. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k Rollovers, Account Management, Asset Allocation, Customer Relationship Management (CRM) 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
Chicago, IL, US
Will Kaplan
Principal Scientist - ERS
San Diego, CA, US
Will Kaplan
Account Manager
Birmingham, AL, US
Top Optavise Employees
Lyndsey Stewart
Senior Director, Client Services
Birmingham, AL, US
Aaron Anthony
Senior Sales Director - Broker Channel
Birmingham, AL, US
Brent Fox
Manager, Operations Analytics and Reporting
Henniker, NH, US
Barry Bergstrom
Regional Sales Manager
Oklahoma City, OK, US
Randy Jones
Regional Sales Director
Sammamish, WA, US
Joe Demattio
Director of Data Integration
Orlando, FL, US
Denise Kappler
Vice President, Worksite Client Operations
Arlington, VA, US
Lindsay Obaji
Sr Director, Sales Enablement
Philadelphia, PA, US
Alison Naftal
Senior Revenue Analyst
United States
Richard Deguilio
Field Development Program Manager - West
Alhambra, CA, US
Todd Louer
Field Vice President
Delray Beach, FL, US
Will Kaplan
Account Manager
Birmingham, AL, US
John Silva
Sr Director Worksite Software Development
Ormond Beach, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co