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Jonathan Kaplan

Vice President at BNY Pershing

Jonathan Kaplan is a Vice President at BNY Pershing, a subsidiary of BNY Mellon, based in the Greater New York City Area.12 He is an experienced professional in the financial services industry, specializing in custody and clearing services.1

Professional Background

Kaplan is described as an organized and detail-oriented Relationship Manager with expertise in the custody and clearing space.1 His skills include:

  • Solid analytical abilities
  • Business development
  • Project management

Career History

Before his current role at BNY Pershing, Jonathan Kaplan held the following positions:

  • Vice President at BNY Mellon (September 2013 - February 2019)3
  • Account Manager (previous role)

Skills and Expertise

Jonathan Kaplan's professional profile highlights several key competencies:

  • Servicing financial instruments
  • Strong analytical skills
  • Business development
  • Project management
  • Attention to detail

Current Role

As Vice President at BNY Pershing, Kaplan likely plays a significant role in managing client relationships and overseeing various aspects of the company's custody and clearing services.12 His experience in the financial sector, combined with his analytical and business development skills, positions him as a valuable asset to the organization.

Related Questions

What are Jonathan Kaplan's main responsibilities at BNY Pershing?
How long has Jonathan Kaplan been with BNY Pershing?
What was Jonathan Kaplan's role at BNY Mellon before joining Pershing?
What specific projects has Jonathan Kaplan worked on at BNY Pershing?
How does Jonathan Kaplan's experience at BNY Mellon compare to his role at Pershing?
Jonathan Kaplan
Jonathan Kaplan, photo 1
Jonathan Kaplan, photo 2
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Location

New York, New York, United States