Joseph Kaplan

Joseph Kaplan Email and Phone Number

Senior Investment Strategist, Citi Wealth @ Citi
New York, NY, US
Joseph Kaplan's Location
New York City Metropolitan Area, United States
Joseph Kaplan's Contact Details

Joseph Kaplan work email

Joseph Kaplan personal email

About Joseph Kaplan

Joseph Kaplan is a Senior Investment Strategist, Citi Wealth at Citi. He possess expertise in fixed income, investments, bloomberg, microsoft excel, investment strategies and 13 more skills.

Joseph Kaplan's Current Company Details
Citi

Citi

View
Senior Investment Strategist, Citi Wealth
New York, NY, US
Website:
citigroup.com
Employees:
196387
Joseph Kaplan Work Experience Details
  • Citi
    Senior Investment Strategist, Citi Wealth
    Citi
    New York, Ny, Us
    View
  • Citi Private Bank
    Investment Strategist
    Citi Private Bank Jan 2014 - Present
    Greater New York City Area
    Member of the firm's Global Investment Strategy Team, managing portfolios linked to over $400 billion in AUM. Responsible for analyzing global macroeconomic themes, asset class recommendations and developing relevant investment strategies across both equity and fixed income markets.Present the firm's global investment strategy to senior bank management, investment counselors, and ultra-high net worth clients.
  • Citi Private Bank
    Investment Associate, Fixed Income Strategy
    Citi Private Bank Jan 2010 - Dec 2013
    Member of CPB's Global Fixed Income Strategy Team that was responsible for monitoring market and economic developments. Generated analysis published in the firm's flagship reports across global fixed income asset markets.

Joseph Kaplan Skills

Fixed Income Investments Bloomberg Microsoft Excel Investment Strategies Haver Analytics The Yield Book Asset Allocation Asset Management Capital Markets Securities Financial Analysis Analysis Credit Valuation Finance Portfolio Management Loans

Joseph Kaplan Education Details

Frequently Asked Questions about Joseph Kaplan

What company does Joseph Kaplan work for?

Joseph Kaplan works for Citi

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

Joseph Kaplan's current role is Senior Investment Strategist, Citi Wealth.

What is Joseph Kaplan's email address?

Joseph Kaplan's email address is jo****@****ail.com

What schools did Joseph Kaplan attend?

Joseph Kaplan attended University At Buffalo School Of Management, The State University Of New York.

What skills is Joseph Kaplan known for?

Joseph Kaplan has skills like Fixed Income, Investments, Bloomberg, Microsoft Excel, Investment Strategies, Haver Analytics, The Yield Book, Asset Allocation, Asset Management, Capital Markets, Securities, Financial Analysis.

Who are Joseph Kaplan's colleagues?

Joseph Kaplan's colleagues are Mohsina Khan, Dhinesh Kumar Thandapani, Vikas Mishra, Donna Hall, Philip John P., Wojciech Kramarz, Bruce Reiser.

Not the Joseph Kaplan you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.