Paul Kaplan, CPA, MBA, CGMA in

Paul Kaplan, CPA, MBA, CGMA

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Partner at Rosenfield and Company PLLC
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
31 Years
Current Role
Partner
Location
New York City Metropolitan Area, United States
Personality Overview

How Paul shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Paul cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2015
Partner
Rosenfield and Company PLLC
1-2015
Managing Partner
Rosenfield and Company PLLC
1995 - 2017
President
The Kaplan Consulting Group, Inc.
1-2010 - 12-2014
Partner
KDMS LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's degree
Baruch College
Master of Business Administration - MBA
Baruch College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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