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Cima Mike Kaplan

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Cima Mike Kaplan

Vice President, Sales Desk Manager | GW&K Investment Management

United States

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Cima Mike Kaplan

Summary

Mike Kaplan is a Sales Desk Manager at Gw And K Investment Management, located in Boston, Massachusetts. With a focus on investment advice, he plays a crucial role in managing sales operations in a dynamic financial environment. His experience in the investment sector positions him as a knowledgeable resource for clients seeking financial guidance. Although his educational background and additional experience are not detailed, his current role suggests a solid understanding of market trends and client relations. Mike is likely adept at navigating the complexities of investment strategies and client management. His involvement in a mid-sized firm indicates a capacity to contribute meaningfully in a collaborative setting. Mike's professional demeanor and commitment to client satisfaction are evident in his work. He is poised to leverage his skills for further growth in the financial advisory sector.

General

Specialist

Moderate Tenure

Professional interests

Industry-specific interests

Organisational experience

Corporate Experience

Cima Mike Kaplan

Work Experience

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Vice President, Sales Desk Manager at

GW&K Investment Management

March 2022 - Present

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Sales Desk Manager at

GW&K Investment Management

July 2019 - March 2022

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Senior Vice President at

Jlt Capital Partners LLC

November 2017 - July 2019

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Regional Manager, Vice President of Advisor Solutions - New England & Upstate NY at

Newfound Research

September 2015 - September 2016

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Regional Manager, Vice President Of Advisor Solutions - New England & Upstate Ny at

Newfound Research

September 2015 - September 2016

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Regional Manager, Assistant Vice President - New England/Upstate New York at

Amg Funds

May 2006 - July 2015

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Regional Manager, Assistant Vice President - New England/Upstate New York at

Affiliated Managers Group, Inc.

May 2006 - July 2015

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Internal Wholesaler at

Lord Abbett

June 2004 - April 2006

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Sales Desk Manager at

Gw And K Investment Management

Present

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Internal Wholesaler at

Lord, Abbett & Co. LLC

June 2004 - April 2006

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Cima Mike Kaplan

Education

The College of New Jersey, Bachelor's Degree

January 2000 - January 2004

Frequently Asked Questions about Cima Mike Kaplan

What is Cima Mike Kaplan email address?

Cima Mike Kaplan's primary email address is *******@gwkinc.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cima Mike Kaplan work for?

Cima Mike Kaplan is a Vice President, Sales Desk Manager at GW&K Investment Management, a company specializing in Functions related to depository banking.

Where Cima Mike Kaplan graduated from?

Cima Mike Kaplan holds a degree in Finance from The College of New Jersey.

How can I directly contact Cima Mike Kaplan?

To contact Cima Mike Kaplan directly, you can use the email address *******@gwkinc.com. Complete contact information is available upon registration with Muraena.

Who is Cima Mike Kaplan?

Mike Kaplan is a Sales Desk Manager at Gw And K Investment Management, located in Boston, Massachusetts. With a focus on investment advice, he plays a crucial role in managing sales operations in a dynamic financial environment. His experience in the investment sector positions him as a knowledgeable resource for clients seeking financial guidance. Although his educational background and additional experience are not detailed, his current role suggests a solid understanding of market trends and client relations. Mike is likely adept at navigating the complexities of investment strategies and client management. His involvement in a mid-sized firm indicates a capacity to contribute meaningfully in a collaborative setting. Mike's professional demeanor and commitment to client satisfaction are evident in his work. He is poised to leverage his skills for further growth in the financial advisory sector.

Cima`s contact details

mail

*******@gwkinc.com

*******@gwkinvest.com

Colleagues

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Scott Peterson Cfa Ctfa Aep

Vice President, GW&K Investment Management

Adia Finn

Vice President, Senior Manager, Compliance & Risk Management

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Bill Roberts

Co President

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Bob Van Note

Vice President, Regional Sales Director

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Taylor Cope Cfa

Vice President, Equity Research Analyst

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Thomas Duff Cfa

Vice President

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Michael Clare

Partner, Director of Institutional Business Development

Kurt Buffington

Vice President - IT

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Nate Sensor

Vice President, Regional Sales Director - Midwest

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