PJ Kaplan
Account Executive at Workato- Claim this Profile
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Bio
Merrin Trombka
I really enjoyed having PJ on my team at Riskified. He has a strong work ethic, consistently seeks feedback and then makes a point of implementing it. He has an open mind and a strong capacity for putting himself in other peoples' shoes - which is one of the qualities that makes him a great salesperson. PJ always built strong relationships externally with clients as well as internally as he worked across teams. He is curious and always looks for better ways of doing things rather than accepting the status quo. As a manager, I really appreciated PJ's strong sense of accountability and integrity in his work. It was a very positive experience working with PJ and I would welcome the opportunity to do so again in the future!
Merrin Trombka
I really enjoyed having PJ on my team at Riskified. He has a strong work ethic, consistently seeks feedback and then makes a point of implementing it. He has an open mind and a strong capacity for putting himself in other peoples' shoes - which is one of the qualities that makes him a great salesperson. PJ always built strong relationships externally with clients as well as internally as he worked across teams. He is curious and always looks for better ways of doing things rather than accepting the status quo. As a manager, I really appreciated PJ's strong sense of accountability and integrity in his work. It was a very positive experience working with PJ and I would welcome the opportunity to do so again in the future!
Merrin Trombka
I really enjoyed having PJ on my team at Riskified. He has a strong work ethic, consistently seeks feedback and then makes a point of implementing it. He has an open mind and a strong capacity for putting himself in other peoples' shoes - which is one of the qualities that makes him a great salesperson. PJ always built strong relationships externally with clients as well as internally as he worked across teams. He is curious and always looks for better ways of doing things rather than accepting the status quo. As a manager, I really appreciated PJ's strong sense of accountability and integrity in his work. It was a very positive experience working with PJ and I would welcome the opportunity to do so again in the future!
Merrin Trombka
I really enjoyed having PJ on my team at Riskified. He has a strong work ethic, consistently seeks feedback and then makes a point of implementing it. He has an open mind and a strong capacity for putting himself in other peoples' shoes - which is one of the qualities that makes him a great salesperson. PJ always built strong relationships externally with clients as well as internally as he worked across teams. He is curious and always looks for better ways of doing things rather than accepting the status quo. As a manager, I really appreciated PJ's strong sense of accountability and integrity in his work. It was a very positive experience working with PJ and I would welcome the opportunity to do so again in the future!
Experience
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Workato
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United States
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Software Development
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700 & Above Employee
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Account Executive
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Oct 2021 - Present
The Workato team and solution is dedicated to transforming how process-led automation workflows are built and managed through the power of dynamic digital automation. Our focus is on enabling our customers to link the power of their apps, services, and data via a modern, intelligent approach to "connectivity". Workato Recipes are so easy to build, implement, and manage that more than 75% of customers are able to go live with their first automation workflows within one week. Today, Workato's community consists of more than 600k community "Recipes" (automation workflow logic) shared by thousands of businesses. Drive digital transformation via a simplified, Event/Process/API-driven automation mindset! Show less
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Riskified
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United States
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Software Development
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700 & Above Employee
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Enterprise Sales
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Jan 2020 - Oct 2021
Riskified uses machine learning and behavioral analytics to review, approve and guarantee online transactions. We offer account takeover protection, alternative payment methods, fraud detection, and a chargeback guarantee on every order we approve. Riskified uses machine learning and behavioral analytics to review, approve and guarantee online transactions. We offer account takeover protection, alternative payment methods, fraud detection, and a chargeback guarantee on every order we approve.
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Hazeltree
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United States
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Financial Services
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100 - 200 Employee
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Director, Sales
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Jan 2018 - Jan 2020
Hazeltree streamlines your treasury operation and portfolio finance with enhanced collateral/margin management, cash and liquidity management, securities lending, and counterparty management tools enabling investment managers to attract and deploy more financial capital without a commensurate increase in human capital. Hazeltree streamlines your treasury operation and portfolio finance with enhanced collateral/margin management, cash and liquidity management, securities lending, and counterparty management tools enabling investment managers to attract and deploy more financial capital without a commensurate increase in human capital.
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AQMetrics
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Ireland
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Financial Services
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1 - 100 Employee
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Director, Sales
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Mar 2017 - Jan 2018
Through its suite of cloud based solutions, AQMetrics provides integrated market risk and regulatory reporting solutions to investment managers and broker/dealers. Risk Analytics: VaR, Stress Tests, Greeks, Open Protocol/OPERA, Pre & Post Trade Monitoring U.S. Regulations we cover: Form PF, CPO-PQR, ’40 Act, SEC Modernization (Form N-Port & N-Liquid) EU Regulations we cover: AIFMD, MAD II, UCITS, MiFID II AQMetrics proprietary risk analytics empowers the automation of traditionally resource-intensive and error-prone processes to ensure intuitive, fast, and cost effective regulatory compliance reporting and risk management. Show less
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J.P. Morgan
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United States
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Financial Services
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700 & Above Employee
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Head of Business Development, Cash and Liquidity Markets
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Jun 2008 - Mar 2017
2015-2017 Head of Business Development 2012-2015 VP Client Solutions 2011-2012 VP Partnerships 2008-2011 Associate Partnerships 2015-2017 Head of Business Development 2012-2015 VP Client Solutions 2011-2012 VP Partnerships 2008-2011 Associate Partnerships
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Bear Stearns Companies
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United States
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Financial Services
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1 - 100 Employee
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Treasury
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Jun 2007 - Jun 2008
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The Savoir Club - Executive Knowledge Sharing
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United States
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Advertising Services
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100 - 200 Employee
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Pricing Analyst, Prime Brokerage
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Jun 2005 - Jun 2007
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Education
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Fordham Gabelli School of Business
Master of Business Administration (MBA), MBA -
University at Albany, SUNY
Bachelor of Science - BS, Financial Analyst Honors Program
Community
