David Caplan
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David Caplan Email & Phone Number

Regional Business Development at Balanced Wellbeing LLC
Location: Elkins Park, Pennsylvania, United States 11 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Regional Business Development
Location
Elkins Park, Pennsylvania, United States
Company size

Who is David Caplan? Overview

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David Caplan is listed as Regional Business Development at Balanced Wellbeing LLC, a with 97 employees, based in Elkins Park, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for David Caplan.

David Caplan previously worked as Private Equity - Fund Accountant Analyst at Sei and Food Server at Iron Hill Brewery. David Caplan holds Bachelor'S Degree, Finance, General from Fox School Of Business At Temple University.

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Balanced Wellbeing LLC

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Profile bio

About David Caplan

I am customer-oriented, out-going, and comfortable with face-to-face interpersonal interactions. I will be graduating the Fox School of Business in the summer with a degree in Finance. Over the past 3 years, I have gained experience in commercial real estate, financial audit, and business development working in a variety of environments from mature corporation to start up.

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David Caplan's current company

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Balanced Wellbeing LLC
Balanced Wellbeing Llc
Regional Business Development
Elkins Park, PA, US
Employees
97
AeroLeads page
11 roles

David Caplan work experience

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Private Equity - Fund Accountant Analyst

Sei

Oaks, Pennsylvania, United States

Food Server

Philadelphia, Pennsylvania, United States

• Provide customer service at restaurant and micro-brewery serving 150+ customers daily • Communicate with customers and record accurate food and drinks orders • Promoted sales of additional menu items based upon evaluation of customer interest

Finance And Business Development Intern

Jenkintown, Pennsylvania, United States

• Operate and manage a variety of topics ranging from calculating break-even dollar amounts, and profit margins, as well as creating models to project future growth from revenue • Streamline communication and collaboration with the CEO in a small team environment by efficiently delegating and organizing agendas and tasks.• Analyzed market trends and competitor activities to inform business strategies.

Jan 2024 - Oct 2024

Internal Audit Intern

• Offer financial, operational, and technology audits for specialty property and casualty insurance company• Perform SOX control testing to certify key controls are operating effectively by auditing bank statements• Complete tick and tie process to compare invoices to contracts

Nov 2023 - Feb 2024

Real Estate Development

Conshohocken, Pennsylvania, United States

-Create a financial model that establishes the risks and potential returns of a large-scale adaptive-reuse development-Develop a custom business plan identifying, describing, analyzing the opportunity, and examining the redevelopment feasibility of a large-scale commercial development-Design and deliver presentations pertaining to the assigned project, experience, and accomplishments obtained while at Keystone to executives-Responsible for assisting in underwriting and other analysis

Jun 2023 - Aug 2023

Account Executive

Carrier Pigeon / Uptight Suburbanite

Warminster, Pennsylvania, United States

• Communicated with 50+ customers daily regarding customized advertising for local newspaper • Generated new business through successful networking • Performed comprehensive market research on local businesses

Jul 2022 - May 2023

Bartender / Waiter

Elkins Park, Pa

• Oversaw operation of bar services for high-volume casual restaurant specializing in American fare• Communicated with customers regarding menu and drink selection; revolved • Adhere to proper alcohol handling, sanitation, and safety procedures

Jul 2021 - Apr 2022

Retail Store Manager

Martef Ari Boutique Wine Cellar

Safed, Israel

• Managed all aspects of operation of the largest boutique winery in Northern Israel• Communicated with customers and increased purchase volume through promotions and upselling• Facilitated all employee hiring, training and management

Jun 2020 - Jun 2021

Event Manager

Falcon Laser Tag

Safed, Israel

• Oversaw large-scale events for the only tactical laser tag company in Israel• Insured adherence to proper event safety requirements in accordance with company insurances • Established safety rules to ensure a protected environment

Dec 2019 - Apr 2021

Assistant Restaurant Manager

Bella Café And Artesian Bakery

Safed, Israel

Nov 2018 - Dec 2019
1 education record

David Caplan education

FAQ

Frequently asked questions about David Caplan

Quick answers generated from the profile data available on this page.

What company does David Caplan work for?

David Caplan works for Balanced Wellbeing LLC.

What is David Caplan's role at Balanced Wellbeing LLC?

David Caplan is listed as Regional Business Development at Balanced Wellbeing LLC.

Where is David Caplan based?

David Caplan is based in Elkins Park, Pennsylvania, United States while working with Balanced Wellbeing LLC.

What companies has David Caplan worked for?

David Caplan has worked for Balanced Wellbeing Llc, Sei, Iron Hill Brewery, Empastec Inc., and Gbli | Global Indemnity.

How can I contact David Caplan?

You can use AeroLeads to view verified contact signals for David Caplan at Balanced Wellbeing LLC, including work email, phone, and LinkedIn data when available.

What schools did David Caplan attend?

David Caplan holds Bachelor'S Degree, Finance, General from Fox School Of Business At Temple University.

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