WWill Kaplan's
email & phone
Current Position:
Account Manager at OptaviseExperience:
14 yearsLocation:
Birmingham, Alabama, United StatesHow to contact Will Kaplan
Last updated:2023-12-18
k**@optavise.com
+1-205-***-**69
Work Experience
Account Manager at
Optavise
Sep 2021 - Current
Account Manager at
DirectPath
Sep 2021 - Current
Senior Client Relationship Manager at
DirectPath
Jan 2021 - Aug 2021
Client Relationship Manager at
DirectPath
Apr 2018 - Jan 2021
Account Associate at
State Farm
Aug 2017 - Feb 2018
Financial Solutions Advisor at
Merrill Edge
Aug 2011 - Jul 2017
Will Kaplan started working in 2011, then the employee has changed 4 companies and 4 jobs. On average, Will Kaplan works for one company for 3 years.
Education
University of Alabama
Skills
Life & Health Insurance Licenses, Management, Microsoft Word, Financial Services, Project Management, Strategic Planning, Investments, Mutual Funds, Finance, SalesFrequently Asked Questions
What is Will Kaplan's minimum period of employment in the companies?
Will Kaplan's minimum period of employment in various companies is 6 months.What is Will Kaplan's average duration of employment for different companies?
On average, Will Kaplan works for one company for 2 years 5 monthsWhat industries has Will Kaplan worked in?
Will Kaplan works in the Insurance. Previously, Will Kaplan worked in the Financial Services.What positions has Will Kaplan held before?
Previously, Will Kaplan worked as a Account Manager, and Senior Client Relationship Manager, and Client Relationship Manager, and Account Associate, and Financial Solutions Advisor.How do I contact Will Kaplan?
Will Kaplan's email address is k**@optavise.com, phone number is +1-205-***-**69. Sign up to get contact details.Who is the President/CEO/Director of the Optavise?
The President/CEO/Director of the Optavise is Petra MarinoWho are Will Kaplan's peers at other companies?
Will Kaplan's peers at other companies are Deanna Canning and Jill Patrick and Mark EshmadeNot the Will Kaplan you were looking for?
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