Daniel Kaplan Email & Phone Number
Vice President and NY Director @ IHT Wealth Management (Past)
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Daniel Kaplan Location
- New York, NY, US
Daniel Kaplan Work
- 2018 - 2021 Vice President and NY Director @
- 2017 - 2018 Financial 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 @
- 2012 - 2014 President @ Kaplan Scientific Healthcare Consulting
- 2011 - 2012 Researcher @ Biomass Northeast Energy
- 2009 - 2009 Intern @
- 2008 - 2009 Teaching Assistant in Computer Science, Mathematics, and Hebrew Language Departments @
- 2008 - 2009 Calculus and Computer Science Workshop Leader @
- 2008 - 2008 Economics Internship @ Citi Smith Barney
- 2005 - 2007 Data Entry Coordinator @ Glaucoma Diagnosis and Treatment Center
Daniel Kaplan Education
- Harvard University
Masters
2010 - 2012 - University of Rochester - Simon Business School
Masters
2009 - 2010 - University of Rochester
Bachelors: Summa Cum Laude, Phi Beta Kappa
2007 - 2009
Daniel Kaplan Skills
- Data Analysis
- Project Management
- Teaching
- Leadership
- Analysis
- Access
- Strategic Planning
- Entrepreneurship
- Economics
- Management Consulting
- Public Speaking
- Fundraising
- Spanish
- Microsoft Excel
- Nonprofits
- Statistics
- Research
- Microsoft Office
- PowerPoint
- Social Media
- Microsoft Word
- Investments
- Marketing
- Customer Service
- Wealth Management
- Mathematics
- New York City
- Consulting
- Mmi
- Insurance
- Undergraduate
- Students
- IRAs
- Biotechnology
- International Relations
- Mentoring
- Hebrew
- Finance
- EHR
- 401k
- Telemarketing
- Business Administration
- Construction
- Real Estate
- Liability
- Teacher Training
- Scholarships
- Florida
- Benchmarking
- Management
- Delta
- Computer Science
- Science
- Business Modeling
- Casualty Insurance
- GAP
- Ethics
- Personal Development
- Calculus
- Sociology
- Healthcare
- Humanities
- Biomass
- Strategies
- Medicine
- Acquisitions
- Property
- Policy
- Virtual
- Surveying
- Palliative Care
- Hospitals
- Gamma
- Workshop Leadership
- HCS
- Business Expansion
- State of New York
- Energy
- Workshops
- Risk Assessment
- Project Planning
- Nursing Homes
- Project
- Software Lifecycle
- Health Sciences
- Paper
- Accident
- Six Sigma
- Diamonds
- International
- Art
- History
- New York
- Political Science
- Academic
- Legal Advice
- Sustainable Energy
- Compliance
- Notary Public
- Proposal Writing
- Mathematical Modeling
- Commercial Lines
- Retirement
- Mergers and Acquisitions
- Schools
- Employee Benefits
- Consumer
Daniel Kaplan Summary
- Daniel Kaplan, based in New York, NY, US, was previously a Vice President and NY Director at IHT Wealth Management. Daniel Kaplan brings experience from previous roles at Merrill Lynch, Morgan Stanley, USI Consulting Group and Chernoff Diamond. Daniel Kaplan holds a 2010 - 2012 Masters @ Harvard University. With a robust skill set that includes Data Analysis, Project Management, Teaching, Leadership, Analysis and more. Daniel Kaplan has 1 emails on RocketReach.
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