Vanessa Kaplan, Mba, Cfp®, Cka®

Vanessa Kaplan, Mba, Cfp®, Cka® Email and Phone Number

Sr Financial Planner at Blue Trust | Private Wealth @ Blue Trust
Vanessa Kaplan, Mba, Cfp®, Cka®'s Location
Winter Park, Florida, United States, United States
About Vanessa Kaplan, Mba, Cfp®, Cka®

Vanessa Kaplan, Mba, Cfp®, Cka® is a Sr Financial Planner at Blue Trust | Private Wealth at Blue Trust.

Vanessa Kaplan, Mba, Cfp®, Cka®'s Current Company Details
Blue Trust

Blue Trust

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Sr Financial Planner at Blue Trust | Private Wealth
Vanessa Kaplan, Mba, Cfp®, Cka® Work Experience Details
  • Blue Trust
    Senior Financial Planner
    Blue Trust Mar 2024 - Present
    Alpharetta, Ga, Us
  • Blue Trust
    Financial Planner
    Blue Trust Jan 2018 - Mar 2024
    Alpharetta, Ga, Us
  • Ramsey Solutions, A Dave Ramsey Company
    Financial Peace Coordinator
    Ramsey Solutions, A Dave Ramsey Company Jun 2017 - Nov 2019
    Franklin, Tn, Us
    • Guiding families through foundational budget tools and practices• Motivating young individual and families to become debt free and give generously• Facilitating discussions regarding biblical principles in finances
  • Cru
    Corporate Accountant
    Cru May 2016 - Jan 2018
    Orlando, Fl, Us
    • Efficient and accurate recording of all financial investments for The Cru Foundation• Monthly reconciliation of $550M master bank account activity• Consulting the global financial community of the organization and The Cru Foundation • Precise completion of 80+ subsidiary monthly state Sales Tax Returns
  • Cru
    Donations Services Analysts
    Cru Jun 2014 - May 2016
    Orlando, Fl, Us
    • Ensured daily deposits up to $2M are properly sent to corporate banking accounts• Verified wire transfers from donors nationwide through corporate donor systems• Assisted Team Leader with department wide testing of newly integrated software and training
  • Uptown Network
    Sales Team Member
    Uptown Network Oct 2013 - Dec 2014
    Naples, Florida, Us
    • Extensive research of prospective restaurant locations for implementation of iPads and company application
  • Place Of Hope In Haiti Inc
    Bookkeeper
    Place Of Hope In Haiti Inc Jan 2014 - May 2014
    Naples, Florida, Us
    •Tracked donations and prepared End of Year tax letters to donors and Board of Directors•Allocated project funds and charged expenditures to appropriate accounts
  • Niagara Power  Baseball
    Merchandise Volunteer
    Niagara Power Baseball Jun 2013 - Aug 2013
    •Replenishing and updating records of all inventory items •Selling and Tracking sold merchandise through company system•Marketing and Promoting team merchandise via booth sales •Balancing team credit card accounts
  • Collier County Public Schools
    Avid Discussion Leader
    Collier County Public Schools Oct 2012 - May 2013
    Naples, Fl, Us
    •Discuss and analyze content in the students’ entire curriculum •Provide academic support for 45 students in groups of four to seven•Constant communication and collaboration with students and teachers•Helping high school students achieve quality work that will aid to their success in college•Developing the academic and personal strength of AVID students
  • The Old Spaghetti Factory
    Restaurant Server
    The Old Spaghetti Factory Mar 2009 - Jul 2012
    Portland, Or, Us
    •Take orders accurately & efficiently serve meals in a fast paced environment•Training of new servers hired by management•Resolving customer complaints and requests effectively
  • Amdg Amusements
    Accounting Clerk/Receptionist
    Amdg Amusements Jan 2010 - Jul 2011
    •Customer Service/Problem Solving in arranging/resolving clashes in payments•Receive/place orders and generate customer invoicing•Update client records and inventory database•Effectively organize agenda and appointments, generating reports, memos and other correspondence
  • Disneyland Resort
    Disney College Intern/Attractions Operator
    Disneyland Resort Jan 2008 - Apr 2008
    Anaheim, Us
    •Delivered efficient results under pressure and time restraints •Successfully worked on individual initiative and as part of team•Accomplished other responsibilities related to guest services•Excellent in communicating with individuals from around the world•Established professional relationships with customers, staff members, guests and team organizer

Vanessa Kaplan, Mba, Cfp®, Cka® Education Details

  • Rollins College
    Rollins College
    Master Of Business Administration - Mba
  • Ave Maria University
    Ave Maria University
    Accounting

Frequently Asked Questions about Vanessa Kaplan, Mba, Cfp®, Cka®

What company does Vanessa Kaplan, Mba, Cfp®, Cka® work for?

Vanessa Kaplan, Mba, Cfp®, Cka® works for Blue Trust

What is Vanessa Kaplan, Mba, Cfp®, Cka®'s role at the current company?

Vanessa Kaplan, Mba, Cfp®, Cka®'s current role is Sr Financial Planner at Blue Trust | Private Wealth.

What schools did Vanessa Kaplan, Mba, Cfp®, Cka® attend?

Vanessa Kaplan, Mba, Cfp®, Cka® attended Rollins College, Ave Maria University.

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