Scott Kaplan

Team Lead, Treasury Staff Accountant at Constellation Insurance

Scott Kaplan has a diverse work experience. Scott is currently working as a Team Lead, Treasury Staff Accountant at Constellation Insurance, Inc. Scott previously held various roles at Ohio National Financial Services, including Team Resource - Trade Desk, Associate Internal Auditor I, Team Resource - Rider Specialist, Team Resource - Quality Assurance, Team Resource - Lead Trainer, Customer Service Specialist, and Senior Client Services Representative. Prior to that, they worked as a Customer Service Help Desk at Staples.

Scott Kaplan obtained a Bachelor of Business Administration (BBA) degree in Accounting from the University of Cincinnati, which they completed between 2015 and 2022. Scott also obtained various certifications, including the Fellow, Life Management Institute (FLMI) from LOMA in 2017, the Associate, Secure Retirement Institute from LOMA in 2016, and the Associate, Reinsurance Administration from LOMA in 2015, among others. In addition, they obtained a Series 6 License from the Financial Industry Regulatory Authority (FINRA) in 2014.

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  • Team Lead, Treasury Staff Accountant

    June, 2023 - present

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