Please complete the CAPTCHA to continue
@waddell.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Ann Caplan is listed as Financial Advisor Assistant at Waddell & Reed based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at waddell.com and a matched LinkedIn profile for Ann Caplan.
Ann Caplan previously worked as Unlicensed Advisor Assistant to Cynthis Castillo at Waddell & Reed and Financial Advisor Assistant at Waddell & Reed.
This section adds company-level context without repeating Ann Caplan's masked contact details.
AeroLeads found 1 current-domain work email signal for Ann Caplan. Compare company email patterns before reaching out.
Ann Caplan is a Financial Advisor Assistant at Waddell & Reed.
A career timeline built from the work history available for this profile.
Bloomington, Mn
art-time position, 3 days a week, assisting financial advisor and her assistant with administrative duties.Called and scheduled clients annual account reviews using Outlook and SmartOfficeAnswered phonesProcessed client paperworkVerified client paperwork was processed correctlyFiled client paperworkFirst point of contact for clients, answered questions within my abilities.Updated and maintained client database
Minneapolis, Mn
Unlicensed Administrative Assistant to Financial Advisor
Quick answers generated from the profile data available on this page.
Ann Caplan is listed as Financial Advisor Assistant at Waddell & Reed.
AeroLeads has found 1 work email signal at @waddell.com for Ann Caplan.
Ann Caplan is based in Minneapolis, Minnesota, United States.
Ann Caplan has worked for Waddell & Reed.
You can use AeroLeads to view verified contact signals for Ann Caplan, including work email, phone, and LinkedIn data when available.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Ann Caplan you were looking for.
