Owen A Kaplan is a skilled expert, working in Hsbc as a Client Manager from 2012. This person gained professional experience in more than five positions at different companies. Owen A Kaplan went to the The Pennsylvania State University and got education there from 2007 to 2011. New York, New York is the city, where the professional was lastly known to be settled. The person's phone and email can be easily accessed through SoftwareOfficial by request.
Name variants:
Owen Kaplan
Last updated Jun 12, 2024
Contact Information
Last Update
Jul 1, 2022
Email
oo**@psu.edu
Location
New York, NY
Company
Hsbc
Workplace
Client Manager
Work History
Client Manager
Prepare weekly metrics/reports for senior management.
Monitor progress and maintain detailed records of clients identified for closures and reactivations/openings.
Check trading activity ...
Nov 2012 — Jul 2015
Senior Associate
270 Park Ave, New York, NY 10010
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been he...
from Jul 2015
Investor Services Associate
888 7Th Ave, New York, NY 10106
Worked in the Investor Services division, working directly with the COO as well as investors, Hedge Fund managers, and CEO's.
Work directly with the COO performing consulting duties for nu...
Apr 2012 — Oct 2012
Account Manager
Premier Real Estate investment firm in Bergen County NJ.
Provide departmental, administrative and IT support for the CEO and other senior members of the firm.
Participate in the planning ...
May 2011 — May 2012
Education
2007 — 2011
Occupations
Executive
Chief Executive Officer
Sales Specialist
Client Manager
Managers
Scientist
Senior Associate
Accountant
Finance and Accounting Specialist
Leader
Corporate Executive
Chief Executive
Client Service Officer
Customer Service
Supporting Member
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Office
Spanish
Photoshop
Quickbooks
Quicken
Apple
Java
Pc
Organizational Development
Multi Tasking
Problem Solving
Business Analysis
Public Speaking
Administrative Assistants
Information Technology
Community Outreach
Investments
Microsoft Word
Valuation
Data Analysis
Analysis
Microsoft Excel
Social Media
Hedge Funds
Financial Modeling
Finance
Internal Controls
Bloomberg
Corporate Finance
Fixed Income
Securities
Equities
Greeting Cards
Police Psychology
Vip
Management
FAQs about Owen A Kaplan
What is the main profession of Owen A Kaplan?
Owen is a Managing Director.
What jobs is Owen a professional at?
Owen A Kaplan is a professional Executive and Chief Executive Officer jobs.
Where does Owen A Kaplan live?
Owen lives in New York, New York.
What is Owen's email?
Owen's email is oo**@psu.edu.
Where did Owen A Kaplan work?
The professional worked at Hsbc, J.p. Morgan.
What education does Owen A Kaplan have?
Owen studied at the Pennsylvania State University from 2007 to 2011.
What languages does Owen A Kaplan speak?
Owen A Kaplan speaks Spanish.
What is professional industry that Owen A Kaplan worked in?
Owen A Kaplan works in Investment Management industry.