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Max Kaplan's email & phone

Position:Co-Founder/Wealth Advisor at WillowStone Wealth Management at WillowStone Wealth Management
Experience:7 years
Location:United States

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Work Experience

Co-Founder/Wealth Advisor at WillowStone Wealth Management at WillowStone Wealth Management

May 2024 - Current

Financial Advisor at Wells Fargo Advisors

Feb 2022 - May 2024

Next Gen FA Trainee- Private Client Group at Wells Fargo Advisors

Aug 2021 - Feb 2022

Intern at ARKHOUSE

Jun 2019 - Aug 2019

Max Kaplan started working in 2019, then the employee has changed 2 companies and 3 jobs. On average, Max Kaplan works for one company for 1 year 2 months.

Education

Bachelor of Arts - BA at Indiana University Bloomington

Westfield Senior High School

Frequently Asked Questions

What is Max Kaplan's minimum period of employment in the companies?

Max Kaplan's minimum period of employment in various companies is 2 months.

What is Max Kaplan's average duration of employment for different companies?

On average, Max Kaplan works for one company for 1 year

What industries has Max Kaplan worked in?

Max Kaplan works in the Financial Services.

What positions has Max Kaplan held before?

Previously, Max Kaplan worked as a Financial Advisor, and Next Gen FA Trainee- Private Client Group, and Intern.

How do I contact Max Kaplan?

Max Kaplan's email address is m******n@willowstonewealth.com, phone number is +1-***-***-0199. Sign up to get contact details.

Who is the President/CEO/Director of the WillowStone Wealth Management?

The President/CEO/Director of the WillowStone Wealth Management is Joel Kaplan

Max Kaplan Namesakes

Name
Company
Position
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Accounts Receivable Associate
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Operations Manager

Other employees at WillowStone Wealth Management

Name
Company
Position

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