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Daniel Kaplan Location
Florida, United States
Daniel Kaplan Work
2018 -now Risk Management Consultant @
2018 -now Managing Director, Appointed Agency @
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 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 @ 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 @ Citi Smith Barney
2005 -2007 Data Entry Coordinator @ Glaucoma Diagnosis and Treatment Center
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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