Lila Meng Kaplan, CFP®
Founder at Real Estate Investor- Claim this Profile
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Bio
Experience
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Real Estate Investor
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Real Estate
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300 - 400 Employee
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Founder
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Dec 2012 - 11 years 1 month
United States Real estate investor focused on redevelopments, new developments of short-term, medium term, and long-term real estate investments in the US.
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BNY Mellon | Pershing
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United States
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Financial Services
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700 & Above Employee
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Relationship Manager
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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
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Business Development
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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
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VP of Relationship Management and Sales
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Aug 2012 - Aug 2015
Singapore
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Vice President - Regional AM
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Feb 2009 - Aug 2012
Singapore
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International Account Manager
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Jul 2005 - Feb 2009
United States
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International Account Manager
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2005 - 2008
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Corporate Trainee
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Jul 2005 - Jan 2006
Jersey City, New Jersey
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Marco Polo
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Travel Arrangements
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100 - 200 Employee
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VP
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Apr 2008 - Nov 2008
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Education
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NYU School of Professional Studies
Financial Planning and Services -
Rutgers University
B.S., Finance