Vanessa Kaplan, Mba, Cfp®, Cka® Email and Phone Number
Vanessa Kaplan, Mba, Cfp®, Cka® is a Sr Financial Planner at Blue Trust | Private Wealth at Blue Trust.
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Senior Financial PlannerBlue Trust Mar 2024 - PresentAlpharetta, Ga, Us -
Financial PlannerBlue Trust Jan 2018 - Mar 2024Alpharetta, Ga, Us -
Financial Peace CoordinatorRamsey Solutions, A Dave Ramsey Company Jun 2017 - Nov 2019Franklin, 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 -
Corporate AccountantCru May 2016 - Jan 2018Orlando, 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 -
Donations Services AnalystsCru Jun 2014 - May 2016Orlando, 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 -
Sales Team MemberUptown Network Oct 2013 - Dec 2014Naples, Florida, Us• Extensive research of prospective restaurant locations for implementation of iPads and company application -
BookkeeperPlace Of Hope In Haiti Inc Jan 2014 - May 2014Naples, 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 -
Merchandise VolunteerNiagara 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
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Avid Discussion LeaderCollier County Public Schools Oct 2012 - May 2013Naples, 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 -
Restaurant ServerThe Old Spaghetti Factory Mar 2009 - Jul 2012Portland, 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 -
Accounting Clerk/ReceptionistAmdg 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
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Disney College Intern/Attractions OperatorDisneyland Resort Jan 2008 - Apr 2008Anaheim, 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
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Rollins CollegeMaster Of Business Administration - Mba -
Ave Maria UniversityAccounting
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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