Lila Meng Kaplan, CFP®

Founder at Real Estate Investor
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Contact Information
us****@****om
(386) 825-5501
Location
Denver, US

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Experience

    • Real Estate
    • 300 - 400 Employee
    • Founder
      • Dec 2012 - Present

      United States Real estate investor focused on redevelopments, new developments of short-term, medium term, and long-term real estate investments in the US.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Jul 2017 - Jul 2018

      Denver, Colorado - Served in a consultative role to drive the growth of Registered Investment Advisors and Family Offices between $100MM -$1BIL AUM in the mid-west to west coast through practice management programs, thought leaderships, and service excellence - Established solid client relationships by developing and implementing business strategies that are aligned with their short-term and long-term goals - Referred new business opportunities to business development officers representing $500MM+… Show more - Served in a consultative role to drive the growth of Registered Investment Advisors and Family Offices between $100MM -$1BIL AUM in the mid-west to west coast through practice management programs, thought leaderships, and service excellence - Established solid client relationships by developing and implementing business strategies that are aligned with their short-term and long-term goals - Referred new business opportunities to business development officers representing $500MM+ AUM - Negotiated and drafted various types of pricing contracts and agreements - Used a proactive approach in strengthening client relationships in service, technology, and operational support

    • Business Development
      • Sep 2015 - Aug 2017

      Jersey City, New Jersey - Successful sales strategies have led to over $1 billion in new business between 2015 - 2017 - Recognized as one of the top 5 producers nationally for originating new business through cold calls, referrals, cross-selling, and networking - Managed a team of transition account managers and specialists to ensure a smooth and efficient onboarding experience for new clients

    • VP of Relationship Management and Sales
      • Aug 2012 - Aug 2015

      Singapore

    • Vice President - Regional AM
      • Feb 2009 - Aug 2012

      Singapore

    • International Account Manager
      • Jul 2005 - Feb 2009

      United States

    • International Account Manager
      • 2005 - 2008

    • Corporate Trainee
      • Jul 2005 - Jan 2006

      Jersey City, New Jersey

    • Travel Arrangements
    • 100 - 200 Employee
    • VP
      • Apr 2008 - Nov 2008

Education

  • NYU School of Professional Studies
    Financial Planning and Services
  • Rutgers University
    B.S., Finance
    2002 - 2005

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