Laura Kaplan
Market President - South Florida at Bny Wealth
Based in Miami, United States
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Seniority
C-Team
Department
Sales & Business Development
Location
Miami
Industry
Financial Services
Company size
1.3K
Contact information
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l•••••••@bny.com
Phone
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Background
About Laura Kaplan
Experienced leader in wealth management with a demonstrated history of leading successful, highly accomplished professionals and building teams. Skilled in Financial Management, Operations, Relationship Management, Asset Management, Investment Advisory, Philanthropic Planning, Banking and Commercial Lending working with some of the largest, most influential multi-generational families and institutions in the country. Strong finance skills developed through a Masters in International Business focused on Finance and Mandarin Chinese and an initial post graduate career in Corporate Treasury working with global firms in China, Southeast Asia, South America, Caribbean and Central America.
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