Vice President and NY Director @ (May 2018 - July 2021)
Insurance Broker @ (April 2018 - May 2019)
Vice President of Investment @ Coining.AI (March 2018 - July 2018)
Financial Advisor, Portfolio Advisor, Global Wealth Management @ (May 2017 - April 2018)
Financial Advisor, Wealth Management, General Securities and Investment Advisor Representative @ (February 2016 - May 2017)
Vice President Consultant @ (October 2014 - February 2016)
Associate @ Chernoff Diamond (June 2012 - September 2014)
President @ Kaplan Scientific Healthcare Consulting (June 2012 - September 2014)
Researcher @ Biomass Northeast Energy (June 2011 - April 2012)
Intern @ Metrix Matrix, Inc. (September 2009 - December 2009)
Teaching Assistant in Computer Science, Mathematics, and Hebrew Language Departments @ (January 2008 - December 2009)
Calculus and Computer Science Workshop Leader @ (September 2008 - May 2009)
Economics Internship @ Citi Smith Barney (May 2008 - August 2008)
Data Entry Coordinator @ Glaucoma Diagnosis and Treatment Center (June 2005 - July 2007)
Daniel 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
Daniel Kaplan Summary
Daniel Kaplan, based in Florida, United States, is currently a Risk Management Consultant at Couch Braunsdorf Insurance Group. Daniel Kaplan brings experience from previous roles at Cabrillo Coastal General Insurance Agency, LLC, Daniel Kaplan SP, International Assets Advisory and IHT Wealth Management. Daniel Kaplan holds a 2010 - 2012 Harvard University. Daniel Kaplan has 2 emails on RocketReach.
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