Harry Kaplan

Harry Kaplan Email and Phone Number

Investment Consultant @ Fidelity Investments
Harry Kaplan's Location
Rochester, New York, United States, United States
Harry Kaplan's Contact Details
About Harry Kaplan

Harry Kaplan is a Investment Consultant at Fidelity Investments. He possess expertise in equities, presentations, research, data analysis, public speaking and 7 more skills.

Harry Kaplan's Current Company Details
Fidelity Investments

Fidelity Investments

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Investment Consultant
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Harry Kaplan Work Experience Details
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Sep 2023 - Present
    Boston, Ma, Us
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  • Prudential Financial
    Virtual Financial Advisor
    Prudential Financial Jan 2022 - Aug 2023
    Newark, New Jersey, Us
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  • Vanguard
    High Net Worth Client Service Senior Associate
    Vanguard Sep 2020 - Dec 2021
    Valley Forge, Pa, Us
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  • Manning & Napier
    Shareholder Services Associate
    Manning & Napier Apr 2019 - Sep 2020
    Fairport, Ny, Us
    Primary service provider to shareholders and internal financial consultants. Analyze and report on trading and fund flows to management.Streamline procedures and processes to utilize new technological capabilities.Build automatically-run, pre-formatted reports to replace manual ones.Implemented new cost-saving process of identifying and closing erroneous accounts.
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  • Manning & Napier
    Operations Associate
    Manning & Napier Oct 2017 - Mar 2019
    Fairport, Ny, Us
    Resolved trade detail discrepancies by reconciling data between brokers and custodians.Updated, maintained, and cleaned various databases.Trained new hires and interns.
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  • Morgan Stanley
    Investment Management Intern
    Morgan Stanley May 2016 - Aug 2016
    New York, Ny, Us
    Interned with long-only portfolio manager team. Researched stocks for investment consideration. Composed investment theses for additions to portfolio. Created and applied stock screeners using Bloomberg Terminal. Assisted with client presentations
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  • Morgan Stanley
    Wealth Management Intern
    Morgan Stanley Jun 2014 - Aug 2015
    New York, Ny, Us
    Worked with financial advisor team and branch manager. Researched stocks and funds, then designed presentation for financial advisors. With branch manager, designed potential products for clients, assembled recruitment database, and assisted with the daily operations of the branch.
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Harry Kaplan Skills

Equities Presentations Research Data Analysis Public Speaking Stata Microsoft Excel Microsoft Word Microsoft Powerpoint Microsoft Office Video Editing Legal Research

Harry Kaplan Education Details

  • University Of Rochester
    University Of Rochester
    Economics
  • Rutgers University
    Rutgers University
    Astrophysics

Frequently Asked Questions about Harry Kaplan

What company does Harry Kaplan work for?

Harry Kaplan works for Fidelity Investments

What is Harry Kaplan's role at the current company?

Harry Kaplan's current role is Investment Consultant.

What is Harry Kaplan's email address?

Harry Kaplan's email address is ha****@****ial.com

What is Harry Kaplan's direct phone number?

Harry Kaplan's direct phone number is +151694*****

What schools did Harry Kaplan attend?

Harry Kaplan attended University Of Rochester, Rutgers University.

What skills is Harry Kaplan known for?

Harry Kaplan has skills like Equities, Presentations, Research, Data Analysis, Public Speaking, Stata, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Video Editing, Legal Research.

Who are Harry Kaplan's colleagues?

Harry Kaplan's colleagues are James Seibert, Armando Morales, Austin Wick, Mba, Cfp®, Preeta Pillai, Doug Frey, Niranjan Sreeharsha Nanduri, Eddie Kalil.

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