Mr. Caplan has more than 25 years of experience in the financial services industry, running both public and private companies. As CEO, Mr. Caplan is focused on developing the strategic direction of the business and driving execution. He joined Jefferson National in 2009 after serving as an Executive Advisor to Aquiline Capital Partners, a private equity firm specializing in the financial services. Previously, Mr. Caplan was CEO and Director of E*Trade Financial from 2003-2007. Prior to becoming CEO, Mr. Caplan served as President, COO and Chief Banking Officer of E*Trade. Under his leadership, E*Trade reported five consecutive years of record revenues (an 83% increase from $1.3 to $2.4B), operating margin improvements from 20% to 42%, and record earnings improving from $250M to over $1.0B. Mr. Caplan served as Vice Chairman, President and CEO of Telebanc Financial Corporation from 1990 until its merger with E*Trade in 2000. Prior to Telebank, Mr. Caplan was an associate of the law firm of Shearman & Sterling. Mr. Caplan holds a JD and MBA from Emory University and an AB in History from Brandeis University. Learn more here .