Jeff Kaplan Email & Phone Number
SVP- Family Office Practice Leader, Northeast @ Brown & Brown
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Jeff Kaplan Location
- Boston, MA, US
Jeff Kaplan Work
- SVP- Family Office Practice Leader, Northeast @ (August 2025 - Present)
- Board Member @ (October 2020 - September 2026)
- SVP- Family Office Practice Leader, Northeast @ (December 2009 - August 2025)
- Sales Executive @ (December 2009 - March 2015)
- Board Member- Finance and Audit Committee @ (March 2010 - March 2018)
- Member of Profesional Advisors Network @ (August 2012 - August 2014)
- Vice President @ (March 2008 - December 2009)
- S.V.P.- Private Client Group @ (January 2001 - January 2008)
- Underwriter @ (January 1998 - January 2001)
Jeff Kaplan Education
- Bryant University 1993-1997
- Thayer Academy 1989-1993
Jeff Kaplan Skills
- Risk Management
- Non-profits
- Financial Risk
- High Net Worth Individuals
- Insurance
- Property & Casualty Insurance
- Private Client Services
- Employee Benefits
- General Insurance
- Underwriting
- Commercial Insurance
- Liability
- Strategic Planning
- Health Insurance
- Strategic Financial Planning
- Claim
- Customer Service
- Small Business
- Professional Liability
- Disability Insurance
- High Net Worth Insurance
- Financial Planning
- Casualty Insurance
- Finance
- Non Profits
- Workers Compensation
- Project Management
- Public Speaking
- Sales
- Umbrella Insurance
- CRM
- Legal Liability
- Strategic Financial
- Commercial Lines
- Microsoft Excel
- Property and Casualty
- Employment Practices
- Employment Practices Liability
- High Net Worth
- Life Insurance
- Private Clients
- Family Office
- Property and Casualty Insurance
- Business Networking
- Casualty
- Marketing
- Brokers
Jeff Kaplan Summary
- Jeff Kaplan, based in Boston, MA, US, is currently a SVP- Family Office Practice Leader, Northeast at Brown & Brown. Jeff Kaplan brings experience from previous roles at Someone Else's Child, Inc., Risk Strategies Company and Animal Rescue League of Boston. Jeff Kaplan holds a 1993 - 1997 Bryant University. With a robust skill set that includes Risk Management, Non-profits, Financial Risk, High Net Worth Individuals, Insurance and more. Jeff Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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