Jessica Kaplan Email and Phone Number
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Jessica Kaplan personal email
Jessica Kaplan is a Senior Investment Associate at Converge US. She possess expertise in microsoft office, leadership, research, public speaking, project management and 1 more skills. She is proficient in Spanish.
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Senior Investment AssociateConverge UsLos Angeles, Ca, Us -
Senior Investment AssociateConverge Us Jan 2022 - PresentNew York, New York, United StatesReinsurance company of real estate investment firm Lightstone Group -
Senior Investment AnalystAig Asset Management Jul 2021 - Jan 2022New York, New York, United StatesCross-Asset Strategy
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Investment AnalystAig Asset Management Jul 2019 - Jul 2021Greater New York City AreaDirect Equity and External Mandates (Private Equity Co-Investment & Venture Capital)Municipal Bonds (Research)Cross-Asset Initiatives (Strategic Initiatives, Relative Value and Asset Allocation)
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Aig Risk Management Underwriting Summer AnalystAig May 2018 - Aug 2018Greater New York City Area• Improved pricing model for insurance policies, better integrating financial data and credit ratings to raise premiums • Managed loss-sensitive risk profiles for corporate and institutional clients with >$1B in revenue• Programmed a database in MS Access to be implemented nationwide for renewals and new business to analyze production resulting in increased profitability and a decrease in the overall combined ratio• Researched prospective clients in market and engaged with brokers to mitigate risk -
Events CoordinatorBright Spirit Childrens Foundation Inc Apr 2009 - May 2018Greater Boston Area• Successfully raised over $100,000 through auctions, raffles, and financial donations • Initiate strategies such as automated contact management/marketing to efficiently and effectively reach more donors • Organize multiple fundraising events for hundreds of people -
Global Equity Derivatives InternNational Bank Of Canada Jun 2017 - Aug 2017Greater New York City Area• Built macros in Excel VBA to evaluate risk and achieve optimal order-flow execution distribution of reports created directly for traders resulting in a higher return-on-equity• Worked directly with Delta One traders to be a liquidity provider in single stock futures and service shortening needs: constructed valuation models to price futures based trades in the Delta One market space• Decomposed ETFs to maximize returns on underlying stock to assess profit potentials to holdings• Assessed returns and stock borrow needs for Equity-for-Equity stock loan traders• Analyzed stocks and ETFs to assist stock lenders in generating U.S. cash and Canadian non-cash collateral • Implemented Bloomberg and Lending Pit Excel Add-Ins to ease the process of data collection to analyze trends to stock loan markets -
Assistant Vp Philanthropy ChairAlpha Epsilon Phi - Sigma Chapter Jan 2016 - Dec 2016Madison, Wi•Secure donations and spearhead activities for two major philanthropy events with goal of $10,000 in donations and over 500 students in attendance •Collaborate with other philanthropy chairs in Greek life to cultivate relationships and ensure superior service -
Summer Camp Lifeguard And Swimming InstructorBeaver Country Day School, Inc. Jun 2016 - Aug 2016Chestnut Hill, Ma•Provided efficient customer service and communicated clearly and objectively to teach children how to swim proficiently•Exercised multitasking and organizational skills through daily lifeguarding duties -
Winter Office AssistantCamp Matoaka For Girls Sep 2014 - Aug 2016Needham, Ma•Coordinate marketing materials & communications for prospective campers resulting in five-year over-enrollment •Leverage technology to improve organization and efficiency resulting in more targeted marketing opportunities -
General CounselorCamps Kenwood & Evergreen Jun 2015 - Aug 2015Wilmot, Nh•Supervised 24 11-year olds and brainstormed ideas for improved bunk activities and evening programs•Used strong communication skills to resolve conflicts and build teamwork
Jessica Kaplan Skills
Jessica Kaplan Education Details
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Finance, Investment And Banking -
International Finance -
Needham High SchoolHigh School
Frequently Asked Questions about Jessica Kaplan
What company does Jessica Kaplan work for?
Jessica Kaplan works for Converge Us
What is Jessica Kaplan's role at the current company?
Jessica Kaplan's current role is Senior Investment Associate.
What is Jessica Kaplan's email address?
Jessica Kaplan's email address is je****@****een.com
What schools did Jessica Kaplan attend?
Jessica Kaplan attended University Of Wisconsin-Madison - School Of Business, Ies Abroad, Needham High School.
What skills is Jessica Kaplan known for?
Jessica Kaplan has skills like Microsoft Office, Leadership, Research, Public Speaking, Project Management, Microsoft Excel.
Not the Jessica Kaplan you were looking for?
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Jessica Kaplan
Success & Authenticity Coach | Change Maker | Relationship Builder | Problem Solver | Strategy Consultant | AttorneyWashington, Dc3eaglehillconsulting.com, hollingsworthllp.com, freddiemac.com -
Jessica Kaplan
United States1pwc.com2 +171893XXXXX
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3gmail.com, cambridgeassociates.com, circlewm.com
1 +180292XXXXX
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Jessica Kaplan
New York, Ny
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