Brett Caplan

Brett Caplan is an accomplished professional with a background in investment sales and account strategy. Experience includes serving as an Investment Sales Associate at Fidelity Investments and a Summer Intern at John Hancock Investment Management, where responsibilities encompassed the resolution of purchases and asset records, website registration review, CRM data analysis, and sales report production. Currently, Brett works as an Account Strategist at Google, following roles at ZoomInfo as an Enterprise Sales Development Representative and other sales positions. Brett holds a Bachelor's degree in Business Administration and Management from Indiana University Bloomington, completed in 2021, and is a graduate of Sharon High School.