David Kaplan
CEO / Founder at Panoramic Strategy | Columbus, Ohio, United States
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David Kaplan, as the CEO and Founder of Panoramic Strategy, brings a wealth of expertise in financial analysis, strategic planning, and organizational change management to the forefront of social enterprise development. His journey began with a profound realization during a family trip to Tel Aviv, where he recognized a pressing need to empower organizations committed to social good but lacking the strategic direction to achieve their missions. This insight catalyzed the establishment of Panoramic Strategy, a firm dedicated to transforming visionary ideas into actionable plans that drive meaningful impact.
Under David's leadership, Panoramic Strategy has become a trusted partner for nonprofits and social enterprises seeking to navigate the complexities of financial and strategic growth. His hands-on approach ensures that strategic plans are not merely theoretical documents but dynamic roadmaps that organizations can actively implement. By leveraging his skills in financial modeling and reporting, David provides outsourced CFO partnerships that illuminate pathways for growth and sustainability, enabling clients to see what is possible beyond their current limitations.
Key projects led by David include comprehensive strategic planning initiatives that have successfully guided organizations through periods of significant change, as well as tailored financial strategies that align with their unique missions. His commitment to fostering collaborative environments is evident in his facilitation of workshops and stakeholder engagements that inspire collective ownership of organizational goals. With a deep understanding of the nonprofit landscape and a passion for social impact, David Kaplan continues to be a transformative force, helping organizations not only to envision their futures but to realize them with clarity and purpose.
CEO / Founder at Panoramic Strategy in January 2017 to Present
Vice President, Finance & Strategic Initiatives at Jewish Federation of Columbus in March 2015 to December 2016
VP, Finance Planning & Allocations at Jewish Federation of Columbus in September 2013 to March 2015
Financial Business Advisor at Nationwide Insurance in March 2012 to September 2013
Financial Leadership Rotational Program Associate at Nationwide Insurance in August 2010 to March 2012
Finance associate at Nationwide Insurance in January 2010 to January 2011
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Discover more about Panoramic StrategyWhat is David Kaplan email address?
Email David Kaplan at [email protected] and [email protected]. This email is the most updated David Kaplan email found in 2026.
What is David Kaplan phone number?
David Kaplan phone number is +12166500710.
How to contact David Kaplan?
To contact David Kaplan send an email to [email protected] or [email protected]. If you want to call David Kaplan try calling on +12166500710. (updated on October 30, 2024)
What is David Kaplan net worth?
David Kaplan has an estimated net worth of $375,000 to $499,999
What company does David Kaplan work for?
David Kaplan works for Panoramic Strategy
What is David Kaplan's role at Panoramic Strategy?
David Kaplan is CEO / Founder
What industry does David Kaplan work in?
David Kaplan works in the Financial Services industry.
David Kaplan Email Addresses
David Kaplan Phone Numbers
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