Apr 2024 - Current
Jan 2023 - Apr 2024
Aug 2022 - Jan 2023
May 2021 - Jul 2022
Apr 2018 - May 2021
Mar 2015 - May 2018
Oct 2016 - Jun 2017
Sep 2015 - Dec 2015
Bachelor of Sports Management (Honours) at Brock University
Name: LUMIQ
Speciality: Wealth Management, Bionic Advisor, B2B, Asset Allocation, Investment Management, Augmented Intelligence, Financial Advisors, Portfolio Construction, Fiduciary relationship, Machine Intelligence, Artificial Intelligence, SAA, SaaS, Hybrid, Optimisation, Wealth Advisors, Private Bankers, Family Office, Financial Advisors, IFA, Relationship Managers
Location: Singapore, Singapore, Singapore
Employees: 10-50
HQ Phone: 69748209
Description: LUMIQ blends proprietary machine intelligence with the collective human intelligence of an award-winning team of institutional wealth management industry veterans to bring Smart Po...
How long has Josh Caplan been working as a Customer Success Manager?
Josh Caplan's total experience in various companies as a Customer Success Manager 1 year 5 months.What is Josh Caplan's minimum period of employment in the companies?
Josh Caplan's minimum period of employment in various companies is 3 months.What is Josh Caplan's average duration of employment for different companies?
On average, Josh Caplan works for one company for 1 year 5 monthsWhat industries has Josh Caplan worked in?
Josh Caplan works in the Financial Services. Previously, Josh Caplan worked in the Mechanical or Industrial Engineering, and Telecommunications, and Sports.What positions has Josh Caplan held before?
Previously, Josh Caplan worked as a Account Executive, and Business Development Representative, and JR Inside Sales, and Sales Associate, and Activation Team Member.How do I contact Josh Caplan?
Josh Caplan's email address is c******j@lumiq.com, phone number is +1-***-***-5258. Sign up to get contact details.Who is the President/CEO/Director of the LUMIQ?
The President/CEO/Director of the LUMIQ is Aaron LowWho are Josh Caplan's peers at other companies?
Josh Caplan's peers at other companies are Christle Lee and Gwenda Garrison and Tamar LupoFind email for 850M+ professionals