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Harry Kaplan Email & Phone Number

Investment Consultant at Fidelity Investments
Location: Rochester, New York, United States 7 work roles 2 schools
1 work email found @prudential.com 9 phones found area 516 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email h****@prudential.com
Direct phone (516) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Investment Consultant
Location
Rochester, New York, United States
Company size
10 employees

Who is Harry Kaplan? Overview

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Quick answer

Harry Kaplan is listed as Investment Consultant at Fidelity Investments, a with 10 employees, based in Rochester, New York, United States. AeroLeads shows a work email signal at prudential.com, phone signal with area code 516, and a matched LinkedIn profile for Harry Kaplan.

Harry Kaplan previously worked as Virtual Financial Advisor at Prudential Financial and High Net Worth Client Service Senior Associate at Vanguard. Harry Kaplan holds Bachelor'S Degree, Economics from University Of Rochester.

Company email context

Email format at Fidelity Investments

This section adds company-level context without repeating Harry Kaplan's masked contact details.

{first}.{last}@prudential.com
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AeroLeads found 1 current-domain work email signal for Harry Kaplan. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Equities, Presentations, Research, Data Analysis, and 8 others.

Current workplace

Harry Kaplan's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Investment Consultant
Website
fidelity.com
Employees
10
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Company profile
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7 roles

Harry Kaplan work experience

A career timeline built from the work history available for this profile.

High Net Worth Client Service Senior Associate

Vanguard

Valley Forge, Pa, Us

Sep 2020 - Dec 2021

Shareholder Services Associate

Manning & Napier

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.

Apr 2019 - Sep 2020

Operations Associate

Manning & Napier

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.

Oct 2017 - Mar 2019

Investment Management Intern

Morgan Stanley

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

May 2016 - Aug 2016

Wealth Management Intern

Morgan Stanley

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.

Jun 2014 - Aug 2015
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

DJ Denise James Denise James Colleague at Fidelity InvestmentsDuncanville, Texas, United States View → TS Tarun Shedhani Tarun Shedhani Colleague at Fidelity InvestmentsKeller, Texas, United States View → YY Yeshi Y. Yeshi Y. Colleague at Fidelity InvestmentsNew York, United States View → NR Nathaniel Roberts Nathaniel Roberts Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States View → CS Christian Senko Christian Senko Colleague at Fidelity InvestmentsJacksonville, Florida, United States View → DP Daniel Pepin Daniel Pepin Colleague at Fidelity InvestmentsBlackstone, Massachusetts, United States View → BR Brandy Romanowski Brandy Romanowski Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States View → AM Andrew Megia Andrew Megia Colleague at Fidelity InvestmentsSan Francisco Bay Area, United States View → TC Theresa Callahan Theresa Callahan Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → RC Ryan Clark Ryan Clark Colleague at Fidelity InvestmentsCincinnati, Ohio, United States View →
2 education records

Harry Kaplan education

Bachelor'S Degree, Economics

University Of Rochester

Astrophysics

Rutgers University
FAQ

Frequently asked questions about Harry Kaplan

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

What company does Harry Kaplan work for?

Harry Kaplan works for Fidelity Investments.

What is Harry Kaplan's role at Fidelity Investments?

Harry Kaplan is listed as Investment Consultant at Fidelity Investments.

What is Harry Kaplan's email address?

AeroLeads has found 1 work email signal at @prudential.com for Harry Kaplan at Fidelity Investments.

What is Harry Kaplan's phone number?

AeroLeads has found 9 phone signal(s) with area code 516 for Harry Kaplan at Fidelity Investments.

Where is Harry Kaplan based?

Harry Kaplan is based in Rochester, New York, United States while working with Fidelity Investments.

What companies has Harry Kaplan worked for?

Harry Kaplan has worked for Fidelity Investments, Prudential Financial, Vanguard, Manning & Napier, and Morgan Stanley.

Who are Harry Kaplan's colleagues at Fidelity Investments?

Harry Kaplan's colleagues at Fidelity Investments include Denise James, Tarun Shedhani, Yeshi Y., Nathaniel Roberts, and Christian Senko.

How can I contact Harry Kaplan?

You can use AeroLeads to view verified contact signals for Harry Kaplan at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Harry Kaplan attend?

Harry Kaplan holds Bachelor'S Degree, Economics from University Of Rochester.

What skills is Harry Kaplan known for?

Harry Kaplan is listed with skills including Equities, Presentations, Research, Data Analysis, Public Speaking, Stata, Microsoft Excel, and Microsoft Word.

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