Jessica Kaplan

Jessica Kaplan has a diverse work experience spanning various industries. Jessica currently works as a Senior Investment Associate at Converge US, starting in January 2022. Prior to this, they worked at AIG Asset Management, where they held two roles. Jessica started as an Investment Analyst in July 2019 and later became a Senior Investment Analyst in July 2021 before leaving in January 2022.

Before joining AIG Asset Management, Jessica worked as an AIG Risk Management Underwriting Summer Analyst at AIG in 2018. Jessica also has experience as an Events Coordinator at BRIGHT SPIRIT CHILDRENS FOUNDATION INC, where they worked from April 2009 to May 2018.

Jessica'swork experience also includes an internship as a Global Equity Derivatives Intern at National Bank of Canada in the summer of 2017. In this role, they built macros in Excel VBA, worked directly with Delta One traders, and analyzed stocks and ETFs.

In addition, Jessica has held various positions in different organizations, including Assistant VP Philanthropy Chair at Alpha Epsilon Phi - Sigma Chapter in 2016, Summer Camp Lifeguard and Swimming Instructor at Beaver Country Day School, Inc. in 2016, and Winter Office Assistant at Camp Matoaka For Girls from 2014 to 2016. Jessica also worked as a General Counselor at Camps Kenwood & Evergreen in the summer of 2015.

Jessica Kaplan attended Needham High School from 2011 to 2015, where they obtained their high school diploma. From 2015 to 2019, they attended the Wisconsin School of Business, where they earned a Bachelor of Business Administration (BBA) degree with a specialization in Finance, Investment, and Banking. In 2018, Jessica also studied International Finance at IES Abroad for a year. Additionally, Jessica Kaplan obtained the Bloomberg Market Concepts certification from Bloomberg LP in June 2017. Jessica also completed the Wisconsin School of Business Microsoft Excel Proficiency certification, although the institution and specific date of completion are unknown.