Jeff Kaplan Email & Phone Number
SVP- Family Office Practice Leader, Northeast @ Risk Strategies Company
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Jeff Kaplan Location
- Boston, MA, US
Jeff Kaplan Work
- 2015 -now SVP- Family Office Practice Leader, Northeast @
- 2020 -now Board Member @
- 2010 -2018 Board Member- Finance and Audit Committee @
- 2009 -2015 Sales Executive @
- 2012 -2014 Member of Profesional Advisors Network @
- 2008 -2009 Vice President @ Doran Insurance
- 2001 -2008 S.V.P.- Private Client Group @ Mazonson
- 1998 -2001 Underwriter @
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 Risk Strategies Company. Jeff Kaplan brings experience from previous roles at Someone Else's Child, Inc., Animal Rescue League of Boston, Risk Strategies Company and The Boston Foundation. 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 1 emails and 1 mobile phone numbers on RocketReach.
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