Jacob Kaplan Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Fixed IncomeFixed Income DerivativesAsset and Investment Manager (AIM)Technical Analysis

London, Uk, Gb

Murex ImplementationProject Management- Global Fixed Income Derivatives Technology Implementation Program

Edison, Nj, Us

Digital Marketing• Work with Assistant Marketing Director to create an editorial calendar for our blog/newsletter • Test and determine search engine optimization keywords for each articleCommunications• Interview university professionals and GWM advisors • Research Impact Investing and Retirement Planning trends Public Relations• Design and write a press kit • Media list creation and upkeep • Seek speaking opportunities for firm leadership • Prepare and send press kits to journalists and bloggers Other• Coordinate with the various internal partners (Compliance, Sales, IT) to facilitate web-based projects• Assist with current marketing efforts /support the manager on strategic projects, as required• Work with external vendors, as needed• Gather and analyze client data to identify opportunities to further the company’s marketing strategy

• Learned investment strategies of the firm through conversing and working with top management.

Arlington, Virginia, Us

• Researched Congressional budget requests from USAID and other federal agencies in order to proceed with projects and to meet company goals.• Conducted market analysis and research competitors to gain an advantage in winning requests.• Attended business development team meetings to brainstorm growth strategies.• Provided administrators and executives circumstantial information needed in order to proceed with contracts and grants.

• Contacted financial advisors to determine their level of interest in pursuing the RICP designation.• Analyzed website and made recommendations on how to increase the exposure of the RICP certification program and make it easier for both clients and prospects to have access to firm’s products and services. • Attended meetings to brainstorm sales strategies, as well as ideas about how to raise awareness of the benefits of attaining official RICP designation.• Researched specific aspects of the designation to inform potential clients of the benefits and features.

Supervised overall campus recognition to ensure that the KnationU brand image was concurrent with the highest possible standards.Developed and maintained professional relationships with local business and the surrounding community.Managed, edited, and processed published content.

Produced blogs and surveys about GW related events for the company. Connected UQ clients with the company by conversing in social media sites such as Twitter chat.Authored blogs that competed to be showcased on the UQ Marketing website.Uploaded pictures of the university using social media sites such as Instagram and Twitter.

• Interacted with constituents regarding a wide variety of current political issues.• Recorded constituent views in Excel and sent letters of acknowledgement, as well as drafted congratulatory letters to citizens who positively impacted their communities. • Researched voting results of past and current legislation in Congress to provide constituents easy access to the Congressman’s full voting history.

Bachelor Of Business Administration (Bba), Finance And Economics

High School