Will Kaplan's Location
Birmingham, AL, US
Will Kaplan's Work
- Account Manager @ Optavise
- Account Manager @ DirectPath
- Senior Client Relationship Manager @ DirectPath
- Client Relationship Manager @ DirectPath
- Account Associate @ State Farm
- Financial Solutions Advisor @ Merrill Edge
Will Kaplan's Education
- University of Alabama2007 - 2011
Will Kaplan's Skills
- Finance
- Retirement Planning
- 401k Rollovers
- Strategic Financial Planning
- Series 7
- Series 66
- Property and Casualty Insurance
- Life and Health Insurance Licenses
- Insurance
- Asset Allocation
Will Kaplan's Summary
Will Kaplan, based in Birmingham, AL, US, is currently a Account Manager at Optavise, bringing experience from previous roles at DirectPath, a CNO Financial Group Company, DirectPath and State Farm ®. Will Kaplan holds a 2007 - 2011 University of Alabama. With a robust skill set that includes Finance, Retirement Planning, 401k Rollovers, Strategic Financial Planning, Series 7 and more, Will Kaplan contributes valuable insights to the industry. Will Kaplan has 2 emails on RocketReach.
5 free lookups per month.
Not the Will Kaplan you were looking for?
Find contact details for 700 million professionals.
Others Named Will Kaplan
-
24
-
22
-
32
-
1
-
43
-
55+
-
32
-
31
-
11
Top Optavise Employees
-
55+
-
15+
-
View
Kim Buckey
Vice President Client Services and Compliance Director at Optavise
Charlottesville, VA, US45 -
34
-
ViewBridget Lipezker
Vice President, Optavise Member Operations and Shared Services at Optavise
Highland Park, IL, US25+ -
42
-
25
-
24
-
33
-
25+
-
35+
-
11
-
21
-
View
Jeanette Harris
Director of Carrier Relationships, National Market at Optavise
Grand Rapids, MI, US3 -
32
-
13
-
31
-
5+5+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
