Gabriel Kaplan
Investment Advisor & Financial Planner
- Role
- Principal at Wealth Habits
- Location
- White Plains, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Gabriel Kaplan
Currently helping people at startups figure out how to exercise and divest company stock…
Experience
Principal
Jan 2010 — Present · New York, NY, US
Education
USC Marshall School of Business
Master of Business Taxation, Accounting, Taxation
2011 — 2012
NYU Stern School of Business
Master of Business Administration (MBA), Finance & Strategy
2014 — 2016
University of Pennsylvania
BSE, Systems Science & Engineering, Math
2004 — 2008
Skills
- Financial Accounting
- Business Valuation
- Equity Research
- Investments
- Mergers & Acquisitions
- Due Diligence
- Strategy
- Us Gaap
- Financial Reporting
- Financial Modeling
- Financial Planning
- Real Estate Tax
- Tax
- Portfolio Management
- Sec Filings
- Investment Advisory
- Project Management
- Corporate Finance
- Private Equity
- Valuation
- Financial Analysis
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