Adam Kaplan Email

Adam Kaplan Work

• Financial Advisor @ International Assets Advisory (August 2021 - December 2021)
  View Department
• Vice President and NY Director @ IHT Wealth Management (May 2018 - July 2021)
• Managing Director, Appointed Agency @ Cabrillo Coastal General Insurance Agency, LLC (April 2018 - Present)
• Risk Management Consultant @ Couch Braunsdorf Insurance Group (April 2018 - Present)
  View Department
• Insurance Broker @ National Life Group (April 2018 - May 2019)
  View Department
• Vice President of Investment @ Coining.AI (March 2018 - July 2018)
• Finanical Advisor, Portfolio Advisor, Global Wealth Management @ Merrill Lynch (May 2017 - April 2018)
• Financial Advisor, Wealth Management, General Securities and Investment Advisor Representative @ Morgan Stanley (February 2016 - May 2017)
• Vice President Consultant @ USI Consulting Group (October 2014 - February 2016)
• President, Consulting Services @ Adam Kaplan SP (January 2013 - Present)
• President @ Kaplan Scientific Healthcare Consulting (June 2012 - September 2014)
• Associate @ Chernoff Diamond (June 2012 - September 2014)
• Researcher @ Biomass Northeast Energy (June 2011 - April 2012)
• Intern @ Metrix Matrix, Inc. (September 2009 - December 2009)
• Calculus and Computer Science Workshop Leader @ University of Rochester (September 2008 - May 2009)
• Economics Internship @ Morgan Stanley (May 2008 - August 2008)
  View Department
• Teaching Assistant in Computer Science, Mathematics, and Hebrew Language Departments @ University of Rochester (January 2008 - December 2009)
• Data Entry Specialist @ Allergic & Asthmatic Diagnosis & Treatment Center (June 2005 - July 2007)