Joshua Kaplan

Background

About Joshua Kaplan

I am seeking new opportunities and eager to leverage my experience working with non-profits, local government, and foundations. I am focusing my search on roles in firm/investment operations and finance. Initial employee at dynamic registered investment advisor. Demonstrated history of driving growth and process efficiency with over ten years of experience in leadership, team management, and project oversight. Responsible for multiple critical functions with duties encompassing investment operations (25%), research (20%), compliance (20%), and relationship manager (35%). I build confidence and authority through my ability to gather and analyze information, realistically set objectives, and prioritize time and resources to achieve these objectives, either autonomously or as part of a team. I thrive in developing organizational systems, policies, and procedures to enhance the work environment. I recently relocated to the West Coast to remain close to family and pursue my passion for the outdoors. As part of this transition, I took a sabbatical to hike/camp 13+ national parks, travel internationally to 7 countries, volunteer, and work with a career coach.