Joe Kaplan Email & Phone Number
Sr. Managing Director @ Long Road Risk Management Services
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Joe Kaplan Location
- Gainesville, FL, US
Joe Kaplan Work
- Sr. Managing Director @ (January 2024 - Present)
- Director, Producer Development @ (February 2021 - December 2023)
- Division Vice President | Institutional Distribution @ (June 2010 - October 2020)
- Regional Vice President | Individual Life Insurance @ (February 2007 - May 2010)
- Regional Sales Manager | Individual Long Term Care @ (July 2003 - January 2007)
- Manager, Training and Development | Prudential Advisors @ (January 2001 - June 2003)
- Financial Professional | Prudential Advisors @ (October 1999 - December 2000)
Joe Kaplan Education
- University of Florida
Bachelor of Arts
Joe Kaplan Skills
- Leadership
- Strategy
- Coaching
- Business Development
- Strategic Planning
- Sales Management
- Sales
- Consulting
- Education
- Wholesale Distribution
- Life Insurance
- Financial Services
- Insurance
- Financial Planning
- Financial Advisory
- Retirement Planning
- Risk Management
- Working with Brokers
- Training
- Management
- Certified Financial Planner
- Distribution
- Institutional
- High Sense Of Urgency
- Tenacious Work Ethic
- Teamwork
- Collaborative Problem Solving
- Cross-functional Collaborations
- Problem Solving
- Sales Coaching
- Insurance Sales
- Presentation Skills
- Consultative Approach
- Business Relationship Management
- Presentations
- Investments
- Recruiting
- Wealth Management
- Team Building
- Logistics
- Supply Chain Optimization
- Training Delivery
- Final Expense Planning
- Cross Functional Collaborations
Joe Kaplan Summary
- Joe Kaplan, based in Gainesville, FL, US, is currently a Sr. Managing Director at Long Road Risk Management, LLC. Joe Kaplan brings experience from previous roles at M Financial Group and Prudential Financial. Joe Kaplan holds a Bachelor of Arts @ University of Florida. With a robust skill set that includes Leadership, Strategy, Coaching, Business Development, Strategic Planning and more. Joe Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Long Road Risk Management Services Employees
Thomas Trowbridge
Managing Director, Insurance Services
Cleveland, OH, US
Thomas Strauchon
Managing Director of Life Insurance Services
Cleveland, OH, US
Joe Kaplan
Sr. Managing Director
Gainesville, FL, US
Craig Welch
President
Akron, OH, US
Sirena Butler
Client Service Specialist Team Lead
Akron, OH, US
Connor McVey
Director, Business Systems
Cleveland, OH, US
Steve Scherpenberg
Managing Director
Phoenix, AZ, US
Kendra Scalf
Client Services Associate
Akron, OH, US
Tyler Hines
Insurance Planner
Cleveland, OH, US
Casey Deege
Client Service Associate
Kent, OH, US
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