Elias Kaplan
VP, Wealth Manager at Lido Advisors, LLC | New York, New York, United States
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VP, Wealth Manager at Lido Advisors, LLC in June 2022 to Present
Financial Advisor at Altfest Personal Wealth Management in January 2022 to June 2022
Financial Planning Specialist at Altfest Personal Wealth Management in January 2021 to December 2021
Financial Planning Associate at Altfest Personal Wealth Management in February 2019 to December 2020
Research Analyst at Nufami Inc. in August 2018 to January 2019
FSO IT Risk Advisory Staff at EY in July 2016 to April 2018
IS Security Consultant at Boston University Questrom School of Business in September 2015 to December 2015
Information Systems Intern at Boston Scientific in May 2015 to August 2015
EMT-B at Manhasset-Lakeville Fire Department in June 2010 to May 2014
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Boston University Questrom School of Business, Bachelor’s Degree, January 2012
NYU School of Professional Studies, Certificate in Financial Planning, January 2018
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Teamwork
Leadership
Microsoft Excel
PowerPoint
Team Leadership
Microsoft Word
Microsoft Office
Microsoft Access
DCF Valuation
Financial Modeling
MICROS
Community Outreach
Management
Social Media
Public Speaking
Event Planning
Research
Customer Service
Social Networking
Strategy
Microsoft PowerPoint
First Aid
Certified Financial Planner
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Discover more about Lido Advisors, LLCWhat is Elias Kaplan email address?
Email Elias Kaplan at [email protected] and [email protected]. This email is the most updated Elias Kaplan's email found in 2026.
How to contact Elias Kaplan?
To contact Elias Kaplan send an email to [email protected] or [email protected].
What company does Elias Kaplan work for?
Elias Kaplan works for Lido Advisors, LLC
What is Elias Kaplan's role at Lido Advisors, LLC?
Elias Kaplan is VP, Wealth Manager
What is Elias Kaplan's Phone Number?
Elias Kaplan's phone (212) ***-*310
What industry does Elias Kaplan work in?
Elias Kaplan works in the Financial Services industry.
Elias Kaplan Email Addresses
Elias Kaplan Phone Numbers
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