Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
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Joshua Kaplan

Joshua Kaplan

Oviedo

Summary

I am a Communication major at the University of Central Florida (graduating December 2025), with a proven track record in leadership, sales, and event coordination through roles in Alpha Epsilon Pi and professional experiences, complemented by a strong passion for teamwork, personal growth, and creating positive connections.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Advisor Intern

Northwestern Mutual
Cleveland
2025.06 - 2025.08
  • Collaborated with financial advisors to support client planning in areas such as insurance, investments, and retirement strategies.
  • Engaged in prospecting, networking, and relationship-building activities to grow the client base.
  • Participated in structured training programs on financial planning principles, product offerings, and compliance.
  • Contributed to case preparation, client communications, and the development of customized financial plans.

Door-to-Door Solar Energy Salesman

Genesis Power Solutions
Orlando
2024.05 - 2025.08
  • Led the entire team in sales results, including kilowatts sold, total sales, and door knocks.
  • Trained new staff on sales techniques and company policies efficiently.
  • I knocked on approximately 150 doors per day, demonstrating exceptional work ethic and determination.

Men's Stylist

J. Crew
Cleveland
2023.05 - 2025.08
  • Created a helpful and friendly customer experience by assisting patrons with business casual and professional attire.
  • Consistently exceeded daily sales goals through attentive customer service and personalized styling recommendations.
  • Assisted customers with product selections, enhancing their shopping experience.

Assistant to the Wait Staff

Red, the Steakhouse
Cleveland
2022.05 - 2022.08
  • Supported wait staff with daily operations, ensuring a positive, efficient dining experience.
  • Learned to interact effectively with patrons, enhancing interpersonal and communication skills.

Sales and Operations Leader

All Around Student Landscaping
Cleveland
2019.04 - 2022.08
  • Managed landscaping tasks while simultaneously generating leads and closing sales.
  • Played a dual role in operations and sales, contributing to both business growth and service delivery.

Valet Service Manager

5 Star Valet
Cleveland
2019.03 - 2020.08
  • Managed the daily activities of the valet service at restaurants and private parties.
  • Provided superior customer service, utilizing strong personal skills to enhance client satisfaction.

Education

Bachelor of Arts - Communication Major

University of Central Florida
Joshua, Kaplan
12.2025

Skills

  • Leadership and Team Management
  • Financial planning
  • Event Planning and Coordination
  • Recruitment strategy development
  • Communication & Public Speaking
  • Organizational Skills

References

Available upon request

Certification

  • Ohio Insurance License

Timeline

Financial Advisor Intern

Northwestern Mutual
2025.06 - 2025.08

Door-to-Door Solar Energy Salesman

Genesis Power Solutions
2024.05 - 2025.08

Men's Stylist

J. Crew
2023.05 - 2025.08

Assistant to the Wait Staff

Red, the Steakhouse
2022.05 - 2022.08

Sales and Operations Leader

All Around Student Landscaping
2019.04 - 2022.08

Valet Service Manager

5 Star Valet
2019.03 - 2020.08

Bachelor of Arts - Communication Major

University of Central Florida
Joshua Kaplan