Adam Kaplan Email
Managing Director, Appointed Agency @ Cabrillo Coastal General Insurance Agency, LLC
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Adam Kaplan Location
- Florida, United States
Adam Kaplan Work
- 2018 -now Managing Director, Appointed Agency @
- 2018 -now Risk Management Consultant @
- 2013 -now President, Consulting Services @
- 2021 -2021 Financial Advisor @
- 2018 -2021 Vice President and NY Director @
- 2018 -2019 Insurance Broker @
- 2018 -2018 Vice President of Investment @ Coining.AI
- 2017 -2018 Finanical Advisor, Portfolio Advisor, Global Wealth Management @
- 2016 -2017 Financial Advisor, Wealth Management, General Securities and Investment Advisor Representative @
- 2014 -2016 Vice President Consultant @
- 2012 -2014 Associate @ Chernoff Diamond
- 2012 -2014 President @ Kaplan Scientific Healthcare Consulting
- 2011 -2012 Researcher @ Biomass Northeast Energy
- 2009 -2009 Intern @ Metrix Matrix, Inc.
- 2008 -2009 Teaching Assistant in Computer Science, Mathematics, and Hebrew Language Departments @
- 2008 -2009 Calculus and Computer Science Workshop Leader @
- 2008 -2008 Economics Internship @
- 2005 -2007 Data Entry Specialist @ Allergic & Asthmatic Diagnosis & Treatment Center
Adam Kaplan Education
- Harvard University 2010-2012
- University of Rochester - Simon Business School 2009-2010
- University of Rochester
Summa Cum Laude, Phi Beta Kappa
2007-2009
Adam Kaplan Summary
- Adam Kaplan, based in Florida, United States, is currently a Managing Director, Appointed Agency at Cabrillo Coastal General Insurance Agency, LLC. Adam Kaplan brings experience from previous roles at Couch Braunsdorf Insurance Group, Adam Kaplan SP, International Assets Advisory and IHT Wealth Management. Adam Kaplan holds a 2010 - 2012 Harvard University. Adam Kaplan has 4 emails on RocketReach.
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Adam Kaplan
Managing Director, Appointed Agency
Florida, United States
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