MARCIA OBERFELD KAPLAN
Accountancy in New York, NY

License number
Pennsylvania CA010046L
Category
Accountancy
Type
Certified Public Accountant
Address
Address 2
New York, NY 10017
Pennsylvania
LicenseFiles verified this license of Apr 24, 2017 at the Pennsylvania Licensing System.

Professional information

Marcia Kaplan Photo 1

Financial Advisor, Cfp, Crpc At Ameriprise Financial Services, Inc.
Position:
Financial Advisor, CFP, CRPC at Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc. - 80 E. Hartsdale Avenue, Ste. 104, Hartsdale, NY 10530 since Sep 1994 - Financial Advisor, CFP, CRPC Time Warner Inc. 1986 - 1993 - Portfolio Analyst Goldman Sachs 1974 - 1984 - Security Analyst
Education:
City University of New York City College 1970 - 1974
BA, math and economics
Honor & Awards:
2009 Five Star Best in Client Satisfaction Wealth Manager 2010 Five Star Best in Client Satisfaction Wealth Manager 2011 Five Star Best in Client Satisfaction Wealth Manager 2012 Five Star Best in Client Satisfaction Wealth Manager 2013 Five Star Best in Client Satisfaction Wealth Manager

Marcia Kaplan Photo 2

Travel Program Manager At Yale University
Position:
Travel Program Manager at Yale University
Location:
Greater New York City Area
Industry:
Higher Education
Work:
Yale University since Aug 2005 - Travel Program Manager WorldTEK Travel Management Jan 1995 - Aug 2005 - Yale Travel Services Eastside Travel 1985 - 1995 - Manager

Marcia Kaplan Photo 3

Sr. Account Executive At Bureau Of National Affairs
Position:
Sr. Account Executive at Bloomberg BNA
Location:
Greater New York City Area
Industry:
Publishing
Work:
Bloomberg BNA since Jan 1985 - Sr. Account Executive
Skills:
Salesforce.com

Marcia Kaplan Photo 4

Sr. Account Executive At Bureau Of National Affairs
Position:
Sr. Account Executive at Bloomberg BNA
Location:
Greater New York City Area
Industry:
Publishing
Work:
Bloomberg BNA since Jan 1985 - Sr. Account Executive

Marcia Elaine Kaplan Photo 5

Marcia Elaine Kaplan, New York NY - Lawyer
Address:
New York State Department of Health
90 Church St FL 4, New York 10007
(212) 417-4450
Licenses:
New York - Currently registered 1983
Education:
Boston University School of Law

Accountancy licenses in Pennsylvania