Crm(Agician)
Current
Jun 2024 - Present
AeroLeads people directory · profile
Will Kaplan Email & Phone Number
CRM(agician)
at
Quivr CRM
1 work email found
@halcyon-financial.com
3 phones found area 503 and 971
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Will Kaplan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Will Kaplan is listed as CRM(agician) at Quivr CRM, based in Happy Valley, Oregon, United States. AeroLeads shows a work email signal at halcyon-financial.com, phone signal with area code 503, 971, and a matched LinkedIn profile for Will Kaplan.
Will Kaplan previously worked as Financial Advisor at Abacus Wealth Partners and Principal at Halcyon Financial Planning. Will Kaplan holds Ba, Sociology, Philosophy from Kenyon College.
Company email context
Email format at Quivr CRM
This section adds company-level context without repeating Will Kaplan's masked contact details.
{first}@halcyon-financial.com
86% confidence
AeroLeads found 1 current-domain work email signal for Will Kaplan. Compare company email patterns before reaching out.
Profile bio
About Will Kaplan
Specialties: Wealth Management including financial planning, retirement planning, tax strategy and investment management.
Listed skills include Wealth Management, Certified Financial Planner, Financial Planning, Investment Management, and 14 others.
Current workplace
Will Kaplan's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Will Kaplan work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jan 2023 - Jan 2024
Principal
Halcyon Financial Planning
Jul 2014 - Feb 2023
Financial Advisor
Skyline Financial Northwest
Feb 2010 - May 2014
Senior Analyst
Pacific Investment Advisors
Dec 2007 - Jun 2009
Analyst
Perritt Capital Management
Mar 2003 - Dec 2005
Advent Group - Broker Support
Jan 2002 - Feb 2003
Analyst
Perritt Capital Management
Dec 2000 - Jan 2002
3 education records
Will Kaplan education
Ba, Sociology, Philosophy
Kenyon College
Executive Certificate In Financial Planning, Financial Planning
University Of Portland Pamplin School Of Business
Education record
Episcopal High School - Houston Texas
FAQ
Frequently asked questions about Will Kaplan
Quick answers generated from the profile data available on this page.
What company does Will Kaplan work for?
Will Kaplan works for Quivr CRM.
What is Will Kaplan's role at Quivr CRM?
Will Kaplan is listed as CRM(agician) at Quivr CRM.
What is Will Kaplan's email address?
AeroLeads has found 1 work email signal at @halcyon-financial.com for Will Kaplan at Quivr CRM.
What is Will Kaplan's phone number?
AeroLeads has found 3 phone signal(s) with area code 503, 971 for Will Kaplan at Quivr CRM.
Where is Will Kaplan based?
Will Kaplan is based in Happy Valley, Oregon, United States while working with Quivr CRM.
What companies has Will Kaplan worked for?
Will Kaplan has worked for Quivr Crm, Abacus Wealth Partners, Halcyon Financial Planning, Skyline Financial Northwest, and Pacific Investment Advisors.
How can I contact Will Kaplan?
You can use AeroLeads to view verified contact signals for Will Kaplan at Quivr CRM, including work email, phone, and LinkedIn data when available.
What schools did Will Kaplan attend?
Will Kaplan holds Ba, Sociology, Philosophy from Kenyon College.
What skills is Will Kaplan known for?
Will Kaplan is listed with skills including Wealth Management, Certified Financial Planner, Financial Planning, Investment Management, Asset Allocation, Comprehensive Wealth Management, Portfolio Management, and Retirement Planning.
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