PK

Pj Kaplan

Account Executive - Northeast Pod Lead at Workato

PJ Kaplan has a diverse work experience spanning over several companies. Currently, they serve as an Account Executive at Workato, where they specialize in process-led automation workflows. Prior to this, PJ worked at Riskified as an Enterprise Sales representative, utilizing machine learning and behavioral analytics to review and guarantee online transactions. PJ also held the role of Director of Sales at Hazeltree and AQMetrics, providing market risk and regulatory reporting solutions to various clients. PJ has a strong background in the finance industry, having served as the Head of Business Development at J.P. Morgan and worked in treasury and pricing roles at Bear Stearns Companies and Bear Stearns & Co. respectively.

PJ Kaplan earned a Bachelor of Science degree in the Financial Analyst Honors Program from the University at Albany, SUNY in 2005. Later, they pursued a Master of Business Administration (MBA) from the Fordham Gabelli School of Business, which they completed in 2015.

Links


Timeline

  • Account Executive - Northeast Pod Lead

    February 1, 2024 - present

  • Account Executive

    October, 2021