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Josh Kaplan

VP Commercial Banker at BankUnited

Josh Kaplan is a seasoned professional with a track record of success in the banking industry, specializing in commercial relationship management and business development.

Throughout his career, Josh has excelled in managing commercial clients with revenues ranging from $3 million to over $50 million, focusing on complex lending, treasury management solutions, and commercial real estate transactions.

As a VP Commercial Relationship Manager at BankUnited in Ft Lauderdale, Josh is dedicated to guiding clients through an interactive discovery process to identify and address their unique needs, ultimately presenting tailored solutions to help achieve their long-term financial goals.

During his tenure as a Sr. Business Relationship Manager at Wells Fargo, Josh effectively managed a diverse portfolio of 45 clients with annual revenues between 5 and 40 million, demonstrating a deep understanding of financial analysis, underwriting, and relationship management.

Josh's expertise extends to business development, where he successfully cultivated new relationships with prospects in targeted revenue markets, particularly excelling in acquiring high-value Treasury Management clients.

With a background in Criminal Justice and Corrections from Valencia College, Josh brings a unique perspective to the financial sector, allowing him to approach banking relationships with a holistic understanding of clients' needs and objectives.

Josh Kaplan's dedication to building and strengthening client relationships, coupled with his comprehensive knowledge of financial products and services, positions him as a valuable asset in the commercial banking landscape.

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Location

Miami-Fort Lauderdale Area