Ari Kaplan

Ari Kaplan

Data Entry Clerk

Followers of Ari Kaplan864 followers
location of Ari KaplanDelray Beach, Florida, United States

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  • Timeline

  • About me

    Portfolio Analyst at Versant Funding LLC

  • Education

    • Florida State University

      -

      College of Business - Finance Undergraduate at Florida State University

    • Florida State University

      2018 - 2022
    • Florida State University

      2019 -
      Undergraduate College of Business
  • Experience

    • Doctor's Health Group

      Feb 2019 - Aug 2019
      Data Entry Clerk
    • Northwestern Mutual

      Mar 2021 - Oct 2021
      Financial Representative

      As a Financial Representative Intern I provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, education funding, and employee benefits. I strive to understand my clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success.Northwestern Mutual has been helping families and businesses achieve financial security for 162 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. Show less

    • Versant Funding, LLC

      Jun 2022 - now
      Portfolio Analyst

      -Directly managed multi-million-dollarinvestment portfolio consisting of accountreceivables. Focusing on minimizing risk andincreasing our funding opportunities throughcreative strategies.-Conversed daily with CFO of clientsregarding future funding's, Account payable departments forclient debtors, and working alongside theDirector of Operations for Versant Funding LLC.-Maintained all general accounting in QuickBooks.(Recording deposits, writing checks, preparinginvoices, booking general entries, and bookingfunding collateral)-Used Excel to perform V-LOOKUP's and pivottables in order to track AR and acquire thepayment status.-Accounted for ACH/wires and applyingthem to the correct invoices. Paying vendors ontime and to the correct location. Sending wiresto our clients and making use ABA and bankinginformation is accurate.-Uploaded files of invoices into our SQLsoftware, in order to properly track and fundaccurately. Show less

  • Licenses & Certifications

    • 2-15 Life

      Florida Department of Financial Services
      Apr 2021