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Greg Kaplan, CFA, currently serves as the Senior Vice President of Retirement Services and Practice Leader at Newfront, where the company is actively transforming the insurance and benefits industry. Prior to this role, Greg Kaplan was the Leader of Strategic Finance and Operations at Specialized Bicycle Components, contributing to the company's innovative cycling and mobility products. Earlier in career, Greg Kaplan held the position of Treasury Leader at Microsoft, honing expertise in capital markets and scalable solutions for complex organizations. Greg Kaplan began professional journey as a Summer Analyst at Bloomberg LP, gaining insights into financial markets. Academic credentials include a Bachelor of Business Administration in Finance and Entrepreneurship from the University of Michigan's Stephen M. Ross School of Business.