Jonah Kaplan

Experience

• 

  Beta Industries Inc.

  Dec 2016 - Jun 2024

  Administrative Assistant to Managing Partner

  Assisted with the use of online technology. Aggregated information on specific companies and industries on national and international basis

• 

  RF|Binder

  Mar 2019 - May 2019

  Media Relations Intern

  Helped manage Dunkin’ Boston twitter page. Contacted social media influencers and helped manage the launch of Cosmic Coolatta ® event. Managed distribution of Red Sox tickets for Dunkin’ Dugout charity program. Researched effective marketing locations for Dunkin' products.

• 

  Cantella & Co., Inc.

  Sept 2020 - Aug 2022

  Assisted in the day-to-day operations of the firm which managed over $1 billion in assets. Actively managed changes in client accounts such as new addresses and changes in account objectives whileensuring proper compliance procedures were followed. Was able to develop my skills under the guidance of experienced industry players and within an instructive team utilizing my time to both cultivate my skills in a business setting as well as being sponsored for multiple FINRA qualification exams

  • Operations Intern

    Sept 2020 - Aug 2022

  • Operations Intern

    Sept 2020 - Aug 2022
• 

  Pi Kappa Phi Fraternity

  Nov 2020 - May 2023

  Brother
• 

  Contrary

  Mar 2022 - May 2022

  Researcher

  Research fellow for Venture Capital datasource. Compiled weekly investment reports on private companies through a multitude of online resources and interviews.

• 

  Merrill Lynch

  Jul 2024 - now

  Merrill Financial Solutions Advisor

  Here to help those seeking financial planning and advice. From retirement to vacation I can help you plan and reach your goals in the best ways possible.