Vice President of Corporate Finance @ Private Telecommunications (May 2024 - June 2025)
Head of Brokerage Operations @ Private Investment Company (April 2023 - April 2024)
Financial Advisor @ (July 2016 - April 2023)
Financial Advisor @ (January 2014 - July 2016)
Wealth Management Intern @ (July 2012 - September 2012)
Zachary Kaplan Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (Finance)
2011-2013
University of California, Irvine
Bachelor of Arts Criminology, Law, & Society
2005-2009
University of California, Irvine
Bachelor of Arts General Social Ecology
2005-2009
Zachary Kaplan Skills
Leadership
Teaching
Portfolio Management
Marketing
Strategic Planning
Financial Analysis
Fixed Annuities
Analytical Skills
Zachary Kaplan Summary
Zachary Kaplan, based in Los Angeles, CA, US, is currently a CFO and Co-Founder at Daztel Communications Inc. Zachary Kaplan brings experience from previous roles at Private Telecommunications, Private Investment Company and Wells Fargo Advisors. Zachary Kaplan holds a 2011 - 2013 Master of Business Administration in Finance @ University of California, Irvine - The Paul Merage School of Business. With a robust skill set that includes Leadership, Teaching, Portfolio Management, Marketing, Strategic Planning and more. Zachary Kaplan has 1 emails and 2 mobile phone numbers on RocketReach.
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