Saul Kaplan Email & Phone Number

United States

• Led product management activities for institutional custody platform for both digital assets and traditional financial instruments.
• Gathered, constructed, consolidated, and finalized 0-to-1 product requirements for institutional custody platform via business requirement documents, epics, and user stories.
• Ensured business process flows were clearly mapped and integrated for core business processes across multiple built and bought systems.
• Served as subject matter expert for technical and market aspects of digital assets, including centralized and decentralized tokens and exchanges.
• Collaborated closely with c-suite level executives and various stakeholders to ensure proposed system specifications met business needs and national regulatory standards across all departments.
• Identified and solved for gaps between the engineering and business groups to ensure alignment on feature requirements for core product line.

• Build custom crypto asset investment portfolios for clients, advise on their strategies, and identify opportunities for potential investment.
• Educate clients regarding crypto assets including on emerging trends.
• Create and execute investment strategy for crypto asset portfolio across both Defi and centralized finance investment mechanisms.
• Analyze and monitor cryptocurrency markets, as well as regulatory atmosphere and advances in integration with mainstream investing.
• Conduct deep dive evaluations of various cryptocurrencies, including evaluating governance, price, value, market cap, and technical analysis.
• Research and be aware of up-and-coming crypto projects, including play to earn (p2e) and NFT based dApps as well as DeFi projects.

Washington, DC, US

• Hired for a short-term consulting project to educate expert macroeconomic regulatory analysts on the crypto asset ecosystem.
• Conducted daily analysis of crypto markets and reported on evolving regulatory frameworks with an emphasis on the US, EU, Japan, India, and China.
• Edited colleagues’ advisory pieces regarding crypto asset regulation to ensure accurate information about the crypto ecosystem.
• Drafted articles for hedge fund clients on crypto asset regulatory developments, projecting future regulation both in the US and abroad.

US

• Wrote clear, succinct constituent contact letters on a wide variety of subjects including climate issues, foreign relations, gun control, and healthcare policy.
• Aided Congressional staffers in special interest group and lobbyist meetings.
• Conducted research on policy proposals and drafted memos for upper level staff.
• Educated new interns in office procedure to ensure smooth continuity.
• Led office operations and interfaced with interest groups and congressional staff.
• Interacted with constituents by taking phone calls and scheduling and leading tours.

Cleveland, OH, US

• Conducted research and analyzed information for well over 1,000 medical offices totaling over $1 billion in real estate.
• Supported sales team by identifying sale targets and creating informational packets for prospective clients.
• Wrote sale and contact packets for prospective clients
• Provided financial analysis on prospective acquisitions

• Wrote constituent contact letters on various subjects ranging from infrastructure funding to healthcare
• Build proficiency with Fireside constituent contact software
• Interact with constituent base, including taking phone calls, scheduling and leading tours
• Draft floor remarks for the Representative
• Led front office operations, including maintaining presentable front office space and serving as interface between visiting interest groups and congressional staff

• Instructed a class of 15 Chinese international college students on American culture and English
• Implemented curriculum, led community trips, and facilitated social group development
• Built cultural competency while ensuring rapid engagement by non-Americans with American culture

• Used LexisNexis and other advanced search databases to target survey respondents
• Communicated with survey non-responsive respondents in order to boost survey completion rate
• Consistently assigned the most difficult to find respondents

Cleveland, OH, US

• Used CoStar and other specialized databases to identify sales targets
• Did independent analysis and verification of ownership of sales targets

• Conducted research on candidates and current sitting state representatives
• Categorized and cataloged vast number of speeches and statements during campaign season
• Provided aid to citizen callers on finding elected representatives as well as election candidates

Bachelor'S Degree, East Asian Studies, Business, Political Science

Chinese Language And Literature

Chinese Language And Literature

Mandarin Chinese, Martial Arts