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JK

Jeff Kaplan

Financial Solutions Advisor - AVP @Merrill Lynch

Delray Beach, FL, US

EMAILS

j••••••••@ml.com

MOBILE NUMBERS

+19•••••••68

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WORK HISTORY

Nov 2022 — Present

Financial Solutions Advisor - AVP @Merrill Lynch

SKILLS

Html5Bloomberg TerminalMicrosoft OfficeLeadershipInsuranceCold CallingWordpressKomodoCssPowerpointMarketingMicrosoft PowerpointMicrosoft WordSocial NetworkingFacebookStock Market AnalysisTime ManagementFinanceKomodo EditFinancial PlanningMicrosoft ExcelMarket ResearchPublic SpeakingBloombergWealth ManagementTeamworkDerivativesEvent PlanningCustomer ServiceInvestmentsStock MarketSales OperationsSocial Media MarketingEquity DerivativesSocial MediaSales

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ABOUT JEFF KAPLAN

Managing your wealth begins with a deep understanding of your full financial picture…

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