Kaplan’s insurance faculty and subject matter experts consists of close to 50 proficient insurance and financial services professionals who not only teach, but bring significant industry experience. Their relevant and timely real-world knowledge helps you apply complex insurance concepts to real-life scenarios.
Joyce joined Kaplan Professional in October 2006 and has held many roles, including leading the Wealth Management product line followed by the oversight of the financial services business unit. Kaplan’s reach in the financial services and wealth management industry extends globally, and in 2014 Joyce began collaborating with Kaplan Professional’s business units in Australia, the UK, Singapore, and Hong Kong. Joyce assumed her current role of SVP of Product Strategy in January 2017.
Greg is Vice President of Kaplan’s Insurance Education product line. He has more than 30 years of experience in the financial services industry, with 19 years in financial services training.
David started teaching insurance, securities, and CE classes for Kaplan Professional in 2005. Previously, he spent 35 years in the financial services industry, beginning his career as a multi-line insurance agent in Illinois.
Renée is currently a subject matter expert for insurance licensing at Kaplan. She has over 27 years of sales and leadership training, as well as facilitation experience. Her insurance career began as a commercial lines broker and surety manager in California.
Bob has over 30 years of financial services experience. He began his career with Prudential as an Agent before being promoted to Sales Manager, after which he started his own financial and estate planning practice.
Curt Anderson has over 30 years’ experience in the financial services industry He began his career as an independent insurance agent, but transitioned to the securities industry where he held positions ranging from product line management to sales and investment advisory management. He was a licensed insurance agent and has held Series 3, Series 7, Series 24, Series 53 and Series 65 registrations.
Randy is currently a regulated insurance content specialist, working primarily with editing and maintaining Kaplan’s insurance law supplements. He started as a Kaplan instructor in July 2011 teaching life and health insurance licensing classes. Prior to joining Kaplan, most of his career was spent working for a large multi-line insurance company.
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