Ryan Kaplan
Director @Pfm
San Francisco, CA, US
EMAILS
k••••••@pfm.com
MOBILE NUMBERS
+13•••••••86
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WORK HISTORY
Jul 2025 — Present
Director @Pfm
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San Francisco, CA, US
EDUCATION
2011 — 2015
Ohio Wesleyan University
Bachelor’s Degree, Finance Economics
SKILLS
ResearchMicrosoft OfficeLeadershipFinancial AnalysisPortfolio ManagementAnalysisPublic SpeakingFinanceSharepointEconomicsMicrosoft WordMorningstar DirectGoogle DocsMicrosoft ExcelPowerpointMicrosoft DynamicsInvestmentsFinancial Services
ABOUT RYAN KAPLAN
I help public and private sector clients turn complex capital challenges into actionable,…
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