Ari Kaplan

Experience

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  Doctor's Health Group

  Feb 2019 - Aug 2019

  Data Entry Clerk
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  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

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  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