Bennett Kaplan, Cfp® Email and Phone Number
Bennett Kaplan, Cfp® work email
- Valid
Bennett Kaplan, Cfp® personal email
Collaborative, analytical, and communicative CFP® Professional and Lafayette College alumnus pursuing a career in wealth management.
Vanguard
View- Website:
- vanguard.com
- Company email:
- privacy@vanguard.com
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High Net Worth Senior Financial AdvisorVanguard Apr 2024 - PresentValley Forge, Pa, Us
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High Net Worth Financial AdvisorVanguard Dec 2022 - Apr 2024Valley Forge, Pa, Us
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Financial AdvisorVanguard Jun 2021 - Dec 2022Valley Forge, Pa, UsPromoted 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.
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Asset Transfer Resolution SpecialistVanguard Sep 2020 - Jun 2021Valley Forge, Pa, UsChosen 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.
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Asset Transfer SpecialistVanguard Apr 2020 - Sep 2020Valley Forge, Pa, UsPromoted 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.
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Brokerage Investment ProfessionalVanguard Aug 2019 - Apr 2020Valley Forge, Pa, UsHired 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.
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Resident AdvisorLafayette College Mar 2018 - May 2019Easton, Pa, UsSelected 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. -
InternKacvinsky Daisak Bluni Pllc May 2018 - Aug 2018Cary, North Carolina, UsReviewed 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. -
Interfraternity Council RepresentativeDelta Kappa Epsilon International Fraternity Nov 2016 - Nov 2017Ann Arbor, Michigan, UsElected member of a board that focuses on planning and running events to increase student participation in Greek life. -
InternRiverside Community Care May 2017 - Aug 2017Dedham, Ma, UsPicked 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. -
MoverGentle Giant Moving Co. Jun 2016 - Aug 2016Boston, Massachusetts, UsResponsible for dealing with customer relations and running day to day activities that included moving furniture and packing contents of houses. -
Communication ConsultantNewton Highlands Congregational Church Jun 2016 - Aug 2016Researched 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.
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InternLenox Hill Veterinarians Jul 2015 - Jul 2015Shadowed veterinarians and veterinary technicians in daily work. Assisted with routine animal care procedures and vaccinations. Observed physical examinations, surgery, and staff interactions with clients.
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Nursery AssistantNewton Highlands Congregational Church Sep 2012 - Jun 2015Worked 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.
Bennett Kaplan, Cfp® Education Details
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Lafayette CollegePsychology -
Queen Mary University Of LondonPolitics
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Newton North High School
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Tufts UniversityVeterinary Medicine
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University Of Massachusetts AmherstSport And Fitness Administration/Management
Frequently Asked Questions about Bennett Kaplan, Cfp®
What company does Bennett Kaplan, Cfp® work for?
Bennett Kaplan, Cfp® works for Vanguard
What is Bennett Kaplan, Cfp®'s role at the current company?
Bennett Kaplan, Cfp®'s current role is High Net Worth Senior Financial Advisor at Vanguard.
What is Bennett Kaplan, Cfp®'s email address?
Bennett Kaplan, Cfp®'s email address is be****@****ard.com
What schools did Bennett Kaplan, Cfp® attend?
Bennett Kaplan, Cfp® attended Lafayette College, Queen Mary University Of London, Newton North High School, Tufts University, University Of Massachusetts Amherst.
Who are Bennett Kaplan, Cfp®'s colleagues?
Bennett Kaplan, Cfp®'s colleagues are Michael Jordan, David B., Darryl Embrey, Roxane Dirocco, Kathy Kenney-Goff, Don Liotta, Vianca Bonanno.
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