Will Kaplan

Will Kaplan Email and Phone Number

Helping financial planners provide better planning and outcomes for their clients with a little CRM-agic. @ Quivr CRM
Will Kaplan's Location
Happy Valley, Oregon, United States, United States
Will Kaplan's Contact Details

Will Kaplan work email

Will Kaplan personal email

About Will Kaplan

Specialties: Wealth Management including financial planning, retirement planning, tax strategy and investment management.

Will Kaplan's Current Company Details
Quivr CRM

Quivr Crm

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Helping financial planners provide better planning and outcomes for their clients with a little CRM-agic.
Will Kaplan Work Experience Details
  • Quivr Crm
    Crm(Agician)
    Quivr Crm Jun 2024 - Present
    Minneapolis, Mn, Us
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  • Abacus Wealth Partners
    Financial Advisor
    Abacus Wealth Partners Jan 2023 - Jan 2024
    Santa Monica, California, Us
    View
  • Halcyon Financial Planning
    Principal
    Halcyon Financial Planning Jul 2014 - Feb 2023
  • Skyline Financial Northwest
    Financial Advisor
    Skyline Financial Northwest Feb 2010 - May 2014
  • Pacific Investment Advisors
    Senior Analyst
    Pacific Investment Advisors Dec 2007 - Jun 2009
  • Perritt Capital Management
    Analyst
    Perritt Capital Management Mar 2003 - Dec 2005
  • William Blair And Company
    Advent Group - Broker Support
    William Blair And Company Jan 2002 - Feb 2003
    Chicago, Il, Us
    View
  • Perritt Capital Management
    Analyst
    Perritt Capital Management Dec 2000 - Jan 2002

Will Kaplan Skills

Wealth Management Certified Financial Planner Financial Planning Investment Management Asset Allocation Comprehensive Wealth Management Portfolio Management Retirement Planning Investments Financial Planners Tax Finance Investment Advisory Investment Strategies Retirement Mutual Funds Estate Planning Financial Advisory

Will Kaplan Education Details

  • Kenyon College
    Kenyon College
    Philosophy
  • University Of Portland Pamplin School Of Business
    University Of Portland Pamplin School Of Business
    Financial Planning
  • Episcopal High School - Houston Texas
    Episcopal High School - Houston Texas

Frequently Asked Questions about Will Kaplan

What company does Will Kaplan work for?

Will Kaplan works for Quivr Crm

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

Will Kaplan's current role is Helping financial planners provide better planning and outcomes for their clients with a little CRM-agic..

What is Will Kaplan's email address?

Will Kaplan's email address is wi****@****ial.com

What is Will Kaplan's direct phone number?

Will Kaplan's direct phone number is +150341*****

What schools did Will Kaplan attend?

Will Kaplan attended Kenyon College, University Of Portland Pamplin School Of Business, Episcopal High School - Houston Texas.

What skills is Will Kaplan known for?

Will Kaplan has skills like Wealth Management, Certified Financial Planner, Financial Planning, Investment Management, Asset Allocation, Comprehensive Wealth Management, Portfolio Management, Retirement Planning, Investments, Financial Planners, Tax, Finance.

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