Brian Kaplan Email & Phone Number

Tucson, AZ, US

Windsor, Connecticut, United States

Built and maintained effective and professional working relationships with Underwriters, Managers, and brokers.Managed Sales pipeline using Salesforce.Conducted post-sale activities including the provision of materials and the organization of benefit education meetings for employees.Emailed complete and inspected proposals to brokers. Followed up for.

Managed purchase order and accounts payable data using Oracle, Microsoft Access, macros, and pivot tables.Used VLOOKUPs, Pivot Tables and other advanced Excel functions to track and to auto-manipulate budget data.Collaborated with project managers to ensure that vendor payments were accurate and timely.

Israel

Set up a brand-new foreign currency dealing office in Cyprus, including the hiring of staff.Ensured smooth dealing activity during tumultuous trading periods and researched trade data anomalies.Reached out to current clients and prospective clients to increase trading activity and Sales.Analyzed trading data patterns to determine any possibility of.

Herzliya, Tel Aviv District, Israel

Delivered daily presentations on investment research, trading strategies, and economic conditions to sales and management teams.Through communications with current clients, boosted loyalty with regular updates on market conditions, which has resulted in increased trading activity and sales revenue.Called prospective clients to sell new accounts.

Using Robotics and RPA, manipulated tasks using Microsoft Visual Basic and Access, which resulted in a 25% decrease in labor costs.Utilized EXCEL analysis to render clear, useful metrics and trends, assisting in crucial decision making.

Prospected, created and managed over three hundred accounts of approximately ten million dollars, recommending strategies and employing trades on behalf of clients.

Master, Business Administration, Finance

Bachelor Of Science, Business Administration/Neuroscience/French