Daniel Kaplan Location
Florida, United States
Daniel Kaplan Work
- 2018 - now Risk Management Consultant @ Couch Braunsdorf Insurance Group
- 2018 - now Managing Director, Appointed Agency @ Cabrillo Coastal General Insurance Agency, LLC
- 2013 - now President, Consulting Services @ Daniel Kaplan SP
- 2021 - 2021 Financial Advisor @ International Assets Advisory
- 2018 - 2021 Vice President and NY Director @ IHT Wealth Management
- 2018 - 2019 Insurance Broker @ National Life Group
- 2018 - 2018 Vice President of Investment @ Coining.AI
- 2017 - 2018 Financial Advisor, Portfolio Advisor, Global Wealth Management @ Merrill Lynch
- 2016 - 2017 Financial Advisor, Wealth Management, General Securities and Investment Advisor Representative @ Morgan Stanley
- 2014 - 2016 Vice President Consultant @ USI Consulting Group
Daniel Kaplan Education
- Harvard University2010 - 2012
- University of Rochester - Simon Business School2009 - 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 4 emails on RocketReach.
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Top Couch Braunsdorf Insurance Group Employees
-
Joseph Mignon
Chief Executive Officer at Couch Braunsdorf Insurance Group
New Jersey, United States21 -
Eric Wistrand
Chief Information Officer at Couch Braunsdorf Insurance Group
Somerville, NJ, US25 -
James Fitzpatrick
EVP at Couch Braunsdorf Insurance Group
Bernards, NJ, US24 -
David Noyes
Director of Finance at Couch Braunsdorf Insurance Group
Bernards, NJ, US24 -
13
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Lateis Lafrance
Account Manager at Couch Braunsdorf Insurance Group
New York, NY, US3 -
Charles Hance
Of Counsel at Couch Braunsdorf Insurance Group
New York, NY, US45+
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