Daniel Kaplan's Location
New York, NY, US
Daniel Kaplan's Work
- Vice President and NY Director @ IHT Wealth Management
- Financial Advisor, Portfolio Advisor, Global Wealth Management @ Merrill Lynch
- Financial Advisor, Wealth Management, General Securities and Investment Advisor Representative @ Morgan Stanley
- Vice President Consultant @ USI Consulting Group
- Associate @ Chernoff Diamond
- President @ Kaplan Scientific Healthcare Consulting
- Researcher @ Biomass Northeast Energy
- Intern @ Metrix Matrix, Inc.
- Teaching Assistant in Computer Science, Mathematics, and Hebrew Language Departments @ University of Rochester
- Calculus and Computer Science Workshop Leader @ University of Rochester
Daniel Kaplan's 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's Skills
- Data Analysis
- Project Management
- Teaching
- Leadership
- Analysis
- Access
- Strategic Planning
- Entrepreneurship
- Economics
- Management Consulting
Daniel Kaplan's Summary
Daniel Kaplan, based in New York, NY, US, is currently a Vice President and NY Director at IHT Wealth Management, bringing 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 contributes valuable insights to the industry. Daniel Kaplan has 2 emails on RocketReach.
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