Bennett Kaplan, Cfp® Email & Phone Number

Valley Forge, Pa, Us

Valley Forge, Pa, Us

Valley Forge, Pa, Us

Promoted to Personal Advisor Services. Provide clients with comprehensive financial planning and implementation of wealth-building strategies. Discuss budgeting, debt management, investment planning. tax planning, insurance/risk planning, and estate planning. Conduct evaluation and analysis, and make recommendations based on clients’ financial goals. Ensure client satisfaction by delivering personalized advice. Lead several departmental problem-solving efforts and provide training and feedback for new advisors.

Valley Forge, Pa, Us

Chosen to join new specialized team designed to improve the asset transfer process. Worked as single point of contact with clients and helped remove roadblocks clients faced when bringing assets to Vanguard. Helped more than 600 clients bring more than $40 million to Vanguard. Worked with business partners to analyze data from new process and helped prepare findings for senior management. Completed Kaplan Financial Wealth Management Specialist course.

Valley Forge, Pa, Us

Promoted to asset transfer team. Worked with clients who were setting up new accounts and transferring assets. Helped bring more than $25 million in assets to Vanguard. Worked with sales consultants to help clients through onboarding process Also led a problem-solving team working to improve the client experience by providing them with automated transfer updates. Delivered daily demand and capacity statistics to team. Helped design a process to identify and decrease non-value client callbacks.

Valley Forge, Pa, Us

Hired at Vanguard, one of the world’s largest asset managers, with over 6 trillion in AUM (2020). Worked with 35-45 clients on a daily basis and assisted them in executing foundational requests such as providing guidance in investment decisions. Received training to become a licensed broker able to solicit orders for securities. Developed investment acumen and communication skills. Focused on assisting clients with solutions-oriented mindset.

Easton, Pa, Us

Selected as RA to assist the Office of Residence Life in overseeing a college residence. Responsibilities included maintaining an orderly and safe living environment, establishing an atmosphere conducive to positive interpersonal interactions, completing various administrative tasks, and participating in structured and continuous staff training program for this leadership role.

Cary, North Carolina, Us

Reviewed and researched the patent portfolio for major clients, including reviewing the file history of U.S. patent applications and reporting on the status of reference material; preparing, with attorney guidance, submissions to the U.S. Patent and Trademark Offices based on review findings; and performing detailed post-allowance review of U.S. patent applications.

Ann Arbor, Michigan, Us

Elected member of a board that focuses on planning and running events to increase student participation in Greek life.

Dedham, Ma, Us

Picked to work at recovery-oriented behavioral healthcare program for adults with a history of mental illness. Participated in safety training. Assisted club members with daily activities and online research. Assisted staff with administrative tasks, meal preparation, and event planning. Produced weekly newsletter, including writing articles, editing, and formatting.

Boston, Massachusetts, Us

Responsible for dealing with customer relations and running day to day activities that included moving furniture and packing contents of houses.

Researched web platforms and email newsletter services to improve communication for a small nonprofit. Presented findings and recommendations to church minister, secretary, and staff members. Attended meetings to develop and refine ideas and created sample newsletter.

Shadowed veterinarians and veterinary technicians in daily work. Assisted with routine animal care procedures and vaccinations. Observed physical examinations, surgery, and staff interactions with clients.

Worked as a caretaker in church nursery. Cared for infants and toddlers and helped with behavioral and communication needs of children. Summarized the children’s experiences for parents during pickup.

Bachelor Of Arts - Ba, Psychology

Study Abroad, Psychology, Business, Politics

Education record

Veterinary Medicine

Sport And Fitness Administration/Management