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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.
